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 | $17,732 | $148,534-88.1% | $135,903-87.0% | $139,434-87.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 43.81% | 79.19%-35.4pp | 68.23%-24.4pp | 372.94%-329.1pp |
| Employer contribution / active EE | $2,660 | $5,243-49.3% | $4,856-45.2% | $4,751-44.0% |
| Participant deferral / active EE | $5,272 | $8,100-34.9% | $7,758-32.0% | $6,710-21.4% |
| Admin fee / account holder | $52 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |