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 | $25,878 | $183,519-85.9% | $155,509-83.4% | $145,922-82.3% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 12.13% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,892 | $5,313-45.6% | $4,672-38.1% | $4,660-37.9% |
| Participant deferral / active EE | $3,406 | $6,462-47.3% | $5,626-39.5% | $6,688-49.1% |
| Admin fee / account holder | $265 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |