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 | $24,332 | $159,934-84.8% | $147,005-83.4% | $145,959-83.3% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 11.74% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,848 | $5,287-65.1% | $4,934-62.6% | $4,661-60.4% |
| Participant deferral / active EE | $4,873 | $8,427-42.2% | $8,070-39.6% | $6,689-27.1% |
| Admin fee / account holder | $228 | $15,053-98.5% | $13,006-98.2% | $13,398-98.3% |