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 | $27,371 | $179,726-84.8% | $156,263-82.5% | $142,382-80.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 22.12% | 77.86%-55.7pp | 59.47%-37.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,306 | $5,069-54.5% | $4,333-46.8% | $4,299-46.4% |
| Participant deferral / active EE | $3,890 | $6,956-44.1% | $6,158-36.8% | $6,507-40.2% |
| Admin fee / account holder | $160 | $17,272-99.1% | $14,255-98.9% | $12,624-98.7% |