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 | $27,122 | $112,729-75.9% | $98,716-72.5% | $137,256-80.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 16.71% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,383 | $2,725-12.6% | $2,279+4.6% | $4,156-42.7% |
| Participant deferral / active EE | $4,126 | $4,640-11.1% | $4,048+1.9% | $6,407-35.6% |
| Admin fee / account holder | $157 | $10,129-98.4% | $8,703-98.2% | $12,270-98.7% |