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 | $16,684 | $159,602-89.5% | $150,045-88.9% | $142,382-88.3% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 21.95% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,598 | $4,961-47.6% | $4,693-44.6% | $4,299-39.6% |
| Participant deferral / active EE | $4,449 | $8,310-46.5% | $7,997-44.4% | $6,507-31.6% |
| Admin fee / account holder | $131 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |