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 | $117,983-77.0% | $101,794-73.4% | $142,382-81.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 16.71% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,383 | $2,773-14.1% | $2,289+4.1% | $4,299-44.6% |
| Participant deferral / active EE | $4,126 | $4,714-12.5% | $4,084+1.0% | $6,507-36.6% |
| Admin fee / account holder | $157 | $10,433-98.5% | $8,777-98.2% | $12,624-98.8% |