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 | $22,542 | $148,534-84.8% | $135,903-83.4% | $139,434-83.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 47.05% | 79.19%-32.1pp | 68.23%-21.2pp | 372.94%-325.9pp |
| Employer contribution / active EE | $5,674 | $5,243+8.2% | $4,856+16.8% | $4,751+19.4% |
| Participant deferral / active EE | $8,827 | $8,100+9.0% | $7,758+13.8% | $6,710+31.5% |
| Admin fee / account holder | $202 | $12,400-98.4% | $10,762-98.1% | $11,403-98.2% |