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 | $33,345 | $183,519-81.8% | $155,509-78.6% | $145,922-77.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 70.84% | 61.17%+9.7pp | 64.67%+6.2pp | 561.29%-490.4pp |
| Employer contribution / active EE | $2,108 | $5,313-60.3% | $4,672-54.9% | $4,660-54.8% |
| Participant deferral / active EE | $3,918 | $6,462-39.4% | $5,626-30.4% | $6,688-41.4% |
| Admin fee / account holder | $160 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |