See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,879 | $106,584-75.7% | $101,326-74.5% | $142,382-81.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 20.60% | 36.93%-16.3pp | 36.82%-16.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,026 | $3,956-48.8% | $3,665-44.7% | $4,299-52.9% |
| Participant deferral / active EE | $4,782 | $8,297-42.4% | $7,994-40.2% | $6,507-26.5% |
| Admin fee / account holder | $56 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |