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 | $39,392 | $177,572-77.8% | $154,803-74.6% | $142,382-72.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 23.51% | 65.07%-41.6pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,581 | $4,810-67.1% | $4,305-63.3% | $4,299-63.2% |
| Participant deferral / active EE | $5,632 | $6,272-10.2% | $5,540+1.7% | $6,507-13.4% |
| Admin fee / account holder | $150 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |