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 | $20,636 | $140,940-85.4% | $112,229-81.6% | $139,434-85.2% |
| Participation rate | 81.8% | 79.2%+2.6pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 15.44% | 32.71%-17.3pp | 30.20%-14.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,570 | $4,283-63.3% | $3,430-54.2% | $4,751-67.0% |
| Participant deferral / active EE | $6,266 | $5,874+6.7% | $4,798+30.6% | $6,710-6.6% |
| Admin fee / account holder | $73 | $9,954-99.3% | $7,748-99.1% | $11,403-99.4% |