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 | $29,328 | $80,717-63.7% | $154,803-81.1% | $84,808-65.4% |
| Participation rate | 92.1% | 66.8%+25.3pp | 78.1%+14.0pp | 68.3%+23.8pp |
| Annual return | 25.05% | 37.96%-12.9pp | 58.88%-33.8pp | 40.90%-15.9pp |
| Employer contribution / active EE | $3,020 | $2,761+9.4% | $4,305-29.8% | $2,631+14.8% |
| Participant deferral / active EE | $5,640 | $3,303+70.7% | $5,540+1.8% | $4,212+33.9% |
| Admin fee / account holder | $239 | $6,746-96.5% | $14,329-98.3% | $7,344-96.7% |