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 | $32,766 | $100,970-67.5% | $96,576-66.1% | $137,256-76.1% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 24.12% | 38.16%-14.0pp | 38.47%-14.3pp | 220.34%-196.2pp |
| Employer contribution / active EE | $3,743 | $3,809-1.8% | $3,553+5.3% | $4,156-9.9% |
| Participant deferral / active EE | $4,838 | $8,286-41.6% | $7,956-39.2% | $6,407-24.5% |
| Admin fee / account holder | $61 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |