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 | $39,756 | $159,602-75.1% | $150,045-73.5% | $142,382-72.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 21.47% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,763 | $4,961-44.3% | $4,693-41.1% | $4,299-35.7% |
| Participant deferral / active EE | $6,285 | $8,310-24.4% | $7,997-21.4% | $6,507-3.4% |
| Admin fee / account holder | $84 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |