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 | $24,404 | $117,983-79.3% | $101,794-76.0% | $142,382-82.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 25.40% | 36.92%-11.5pp | 30.53%-5.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,215 | $2,773+16.0% | $2,289+40.5% | $4,299-25.2% |
| Participant deferral / active EE | $5,055 | $4,714+7.2% | $4,084+23.8% | $6,507-22.3% |
| Admin fee / account holder | $112 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |