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 | $19,331 | $80,717-76.1% | $154,803-87.5% | $84,808-77.2% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.3pp | 68.3%+29.1pp |
| Annual return | 27.06% | 37.96%-10.9pp | 58.88%-31.8pp | 40.90%-13.8pp |
| Employer contribution / active EE | $3,479 | $2,761+26.0% | $4,305-19.2% | $2,631+32.2% |
| Participant deferral / active EE | $4,478 | $3,303+35.6% | $5,540-19.2% | $4,212+6.3% |
| Admin fee / account holder | $238 | $6,746-96.5% | $14,329-98.3% | $7,344-96.8% |