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 | $32,841 | $100,970-67.5% | $96,576-66.0% | $137,256-76.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 21.72% | 38.16%-16.4pp | 38.47%-16.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,047 | $3,809-72.5% | $3,553-70.5% | $4,156-74.8% |
| Participant deferral / active EE | $8,463 | $8,286+2.1% | $7,956+6.4% | $6,407+32.1% |
| Admin fee / account holder | $81 | $11,312-99.3% | $11,381-99.3% | $12,270-99.3% |