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 | $65,001 | $159,602-59.3% | $150,045-56.7% | $142,382-54.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 28.18% | 70.24%-42.1pp | 62.55%-34.4pp | 217.08%-188.9pp |
| Employer contribution / active EE | $2,618 | $4,961-47.2% | $4,693-44.2% | $4,299-39.1% |
| Participant deferral / active EE | $19,511 | $8,310+134.8% | $7,997+144.0% | $6,507+199.8% |
| Admin fee / account holder | $120 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |