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 | $44,124 | $154,228-71.4% | $145,433-69.7% | $137,256-67.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 19.90% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,536 | $4,804-5.6% | $4,554-0.4% | $4,156+9.1% |
| Participant deferral / active EE | $13,479 | $8,216+64.1% | $7,897+70.7% | $6,407+110.4% |
| Admin fee / account holder | $50 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |