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 | $34,514 | $159,602-78.4% | $150,045-77.0% | $142,382-75.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 31.64% | 70.24%-38.6pp | 62.55%-30.9pp | 217.08%-185.4pp |
| Employer contribution / active EE | $5,155 | $4,961+3.9% | $4,693+9.8% | $4,299+19.9% |
| Participant deferral / active EE | $5,614 | $8,310-32.4% | $7,997-29.8% | $6,507-13.7% |
| Admin fee / account holder | $41 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |