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 | $25,563 | $183,519-86.1% | $155,509-83.6% | $145,922-82.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 63.63% | 61.17%+2.5pp | 64.67%-1.0pp | 561.29%-497.7pp |
| Employer contribution / active EE | $4,839 | $5,313-8.9% | $4,672+3.6% | $4,660+3.9% |
| Participant deferral / active EE | $5,907 | $6,462-8.6% | $5,626+5.0% | $6,688-11.7% |
| Admin fee / account holder | $11 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |