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 | $32,413 | $159,602-79.7% | $150,045-78.4% | $142,382-77.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 30.48% | 70.24%-39.8pp | 62.55%-32.1pp | 217.08%-186.6pp |
| Employer contribution / active EE | $5,322 | $4,961+7.3% | $4,693+13.4% | $4,299+23.8% |
| Participant deferral / active EE | $9,761 | $8,310+17.5% | $7,997+22.1% | $6,507+50.0% |
| Admin fee / account holder | $297 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |