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 | $25,569 | $183,519-86.1% | $155,509-83.6% | $145,922-82.5% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 22.88% | 61.17%-38.3pp | 64.67%-41.8pp | 561.29%-538.4pp |
| Employer contribution / active EE | $2,563 | $5,313-51.8% | $4,672-45.1% | $4,660-45.0% |
| Participant deferral / active EE | $5,257 | $6,462-18.6% | $5,626-6.6% | $6,688-21.4% |
| Admin fee / account holder | $37 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |