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 | $21,539 | $172,111-87.5% | $150,298-85.7% | $137,256-84.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 21.82% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,584 | $4,636-44.3% | $4,154-37.8% | $4,156-37.8% |
| Participant deferral / active EE | $4,940 | $6,166-19.9% | $5,453-9.4% | $6,407-22.9% |
| Admin fee / account holder | $64 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |