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 | $32,023 | $159,602-79.9% | $150,045-78.7% | $142,382-77.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 21.74% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,230 | $4,961-55.0% | $4,693-52.5% | $4,299-48.1% |
| Participant deferral / active EE | $6,137 | $8,310-26.1% | $7,997-23.3% | $6,507-5.7% |
| Admin fee / account holder | $165 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |