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 | $30,948 | $124,425-75.1% | $112,040-72.4% | $137,256-77.5% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 23.18% | 24.72%-1.5pp | 24.52%-1.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,085 | $3,411-9.6% | $2,954+4.4% | $4,156-25.8% |
| Participant deferral / active EE | $6,486 | $5,718+13.4% | $5,098+27.2% | $6,407+1.2% |
| Admin fee / account holder | $33 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |