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 | $21,276 | $148,534-85.7% | $135,903-84.3% | $139,434-84.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 32.16% | 79.19%-47.0pp | 68.23%-36.1pp | 372.94%-340.8pp |
| Employer contribution / active EE | $3,475 | $5,243-33.7% | $4,856-28.4% | $4,751-26.9% |
| Participant deferral / active EE | $9,429 | $8,100+16.4% | $7,758+21.5% | $6,710+40.5% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |