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 | $30,753 | $157,256-80.4% | $141,162-78.2% | $152,861-79.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 49.64% | 64.32%-14.7pp | 71.39%-21.8pp | 345.32%-295.7pp |
| Employer contribution / active EE | $5,127 | $5,261-2.5% | $4,735+8.3% | $4,762+7.7% |
| Participant deferral / active EE | $10,254 | $7,109+44.2% | $6,709+52.8% | $5,850+75.3% |
| Admin fee / account holder | $272 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |