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 | $27,390 | $106,584-74.3% | $101,326-73.0% | $142,382-80.8% |
| Participation rate | 86.7% | 82.7%+4.0pp | 81.5%+5.2pp | 80.1%+6.5pp |
| Annual return | 41.12% | 36.93%+4.2pp | 36.82%+4.3pp | 217.08%-176.0pp |
| Employer contribution / active EE | $3,371 | $3,956-14.8% | $3,665-8.0% | $4,299-21.6% |
| Participant deferral / active EE | $5,669 | $8,297-31.7% | $7,994-29.1% | $6,507-12.9% |
| Admin fee / account holder | $61 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |