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 | $70,365 | $214,378-67.2% | $200,582-64.9% | $142,382-50.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 26.89% | 46.41%-19.5pp | 42.33%-15.4pp | 217.08%-190.2pp |
| Employer contribution / active EE | $7,940 | $6,841+16.1% | $6,419+23.7% | $4,299+84.7% |
| Participant deferral / active EE | $6,847 | $9,865-30.6% | $9,331-26.6% | $6,507+5.2% |
| Admin fee / account holder | $29 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |