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 | $30,235 | $154,228-80.4% | $145,433-79.2% | $137,256-78.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 20.52% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,155 | $4,804-55.1% | $4,554-52.7% | $4,156-48.2% |
| Participant deferral / active EE | $4,431 | $8,216-46.1% | $7,897-43.9% | $6,407-30.8% |
| Admin fee / account holder | $76 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |