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 | $44,627 | $159,602-72.0% | $150,045-70.3% | $142,382-68.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 25.36% | 70.24%-44.9pp | 62.55%-37.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $2,294 | $4,961-53.8% | $4,693-51.1% | $4,299-46.6% |
| Participant deferral / active EE | $7,082 | $8,310-14.8% | $7,997-11.4% | $6,507+8.8% |
| Admin fee / account holder | $126 | $14,846-99.1% | $13,435-99.1% | $12,624-99.0% |