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 | $31,458 | $172,111-81.7% | $150,298-79.1% | $137,256-77.1% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 13.24% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,745 | $4,636-40.8% | $4,154-33.9% | $4,156-34.0% |
| Participant deferral / active EE | $6,254 | $6,166+1.4% | $5,453+14.7% | $6,407-2.4% |
| Admin fee / account holder | $291 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |