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 | $24,530 | $159,602-84.6% | $150,045-83.7% | $142,382-82.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 20.26% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,256 | $4,961-54.5% | $4,693-51.9% | $4,299-47.5% |
| Participant deferral / active EE | $3,452 | $8,310-58.5% | $7,997-56.8% | $6,507-47.0% |
| Admin fee / account holder | $30 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |