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 | $154,228-79.0% | $145,433-77.7% | $137,256-76.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 30.48% | 74.59%-44.1pp | 66.58%-36.1pp | 220.34%-189.9pp |
| Employer contribution / active EE | $5,322 | $4,804+10.8% | $4,554+16.9% | $4,156+28.1% |
| Participant deferral / active EE | $9,761 | $8,216+18.8% | $7,897+23.6% | $6,407+52.3% |
| Admin fee / account holder | $297 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |