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 | $127,065-75.6% | $113,168-72.7% | $142,382-78.3% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 23.18% | 24.03%-0.8pp | 24.27%-1.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,085 | $3,442-10.4% | $2,975+3.7% | $4,299-28.2% |
| Participant deferral / active EE | $6,486 | $5,716+13.5% | $5,107+27.0% | $6,507-0.3% |
| Admin fee / account holder | $33 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |