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 | $42,339 | $163,101-74.0% | $136,749-69.0% | $142,382-70.3% |
| Participation rate | 93.8% | 78.2%+15.5pp | 72.1%+21.6pp | 80.1%+13.6pp |
| Annual return | 20.23% | 27.54%-7.3pp | 24.33%-4.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,455 | $4,117-40.4% | $3,400-27.8% | $4,299-42.9% |
| Participant deferral / active EE | $4,940 | $5,585-11.5% | $4,692+5.3% | $6,507-24.1% |
| Admin fee / account holder | $38 | $14,318-99.7% | $11,386-99.7% | $12,624-99.7% |