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 | $26,823 | $175,202-84.7% | $149,673-82.1% | $139,434-80.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 23.90% | 166.71%-142.8pp | 134.42%-110.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,303 | $5,474-57.9% | $4,818-52.2% | $4,751-51.5% |
| Participant deferral / active EE | $5,178 | $6,519-20.6% | $5,680-8.8% | $6,710-22.8% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |