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 | $29,018 | $159,602-81.8% | $150,045-80.7% | $142,382-79.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 21.68% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,030 | $4,961-79.2% | $4,693-78.1% | $4,299-76.0% |
| Participant deferral / active EE | $5,320 | $8,310-36.0% | $7,997-33.5% | $6,507-18.2% |
| Admin fee / account holder | $31 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |