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 | $20,713 | $106,584-80.6% | $101,326-79.6% | $142,382-85.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 29.12% | 36.93%-7.8pp | 36.82%-7.7pp | 217.08%-188.0pp |
| Employer contribution / active EE | $3,260 | $3,956-17.6% | $3,665-11.1% | $4,299-24.2% |
| Participant deferral / active EE | $6,504 | $8,297-21.6% | $7,994-18.6% | $6,5070% |
| Admin fee / account holder | $152 | $11,446-98.7% | $11,185-98.6% | $12,624-98.8% |