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 | $40,817 | $87,166-53.2% | $76,735-46.8% | $137,256-70.3% |
| Participation rate | 91.7% | 74.4%+17.3pp | 69.5%+22.2pp | 80.0%+11.7pp |
| Annual return | 20.31% | 26.50%-6.2pp | 29.77%-9.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $4,087 | $2,904+40.7% | $2,454+66.5% | $4,156-1.7% |
| Participant deferral / active EE | $8,487 | $4,726+79.6% | $4,088+107.6% | $6,407+32.5% |
| Admin fee / account holder | $274 | $8,403-96.7% | $7,189-96.2% | $12,270-97.8% |