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 | $29,834 | $117,841-74.7% | $102,423-70.9% | $145,922-79.6% |
| Participation rate | 78.9% | 78.6%+0.4pp | 76.5%+2.5pp | 80.3%-1.3pp |
| Annual return | 28.03% | 31.65%-3.6pp | 29.32%-1.3pp | 561.29%-533.3pp |
| Employer contribution / active EE | $3,020 | $3,615-16.5% | $3,023-0.1% | $4,660-35.2% |
| Participant deferral / active EE | $5,308 | $5,731-7.4% | $5,053+5.0% | $6,688-20.6% |
| Admin fee / account holder | $213 | $13,326-98.4% | $9,451-97.7% | $13,397-98.4% |