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 | $30,341 | $93,571-67.6% | $135,903-77.7% | $75,163-59.6% |
| Participation rate | 84.8% | 75.2%+9.7pp | 81.9%+2.9pp | 67.2%+17.7pp |
| Annual return | 139.33% | 30.90%+108.4pp | 68.23%+71.1pp | 160.62%-21.3pp |
| Employer contribution / active EE | $2,364 | $3,537-33.2% | $4,856-51.3% | $2,670-11.5% |
| Participant deferral / active EE | $5,644 | $6,404-11.9% | $7,758-27.2% | $4,125+36.8% |
| Admin fee / account holder | $54 | $6,975-99.2% | $10,762-99.5% | $5,651-99.1% |