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 | $25,390 | $159,602-84.1% | $150,045-83.1% | $142,382-82.2% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 19.41% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,377 | $4,961-72.2% | $4,693-70.7% | $4,299-68.0% |
| Participant deferral / active EE | $3,352 | $8,310-59.7% | $7,997-58.1% | $6,507-48.5% |
| Admin fee / account holder | $173 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |