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 | $24,908 | $117,841-78.9% | $102,423-75.7% | $145,922-82.9% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 18.77% | 31.65%-12.9pp | 29.32%-10.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $4,490 | $3,615+24.2% | $3,023+48.5% | $4,660-3.6% |
| Participant deferral / active EE | $7,900 | $5,731+37.9% | $5,053+56.3% | $6,688+18.1% |
| Admin fee / account holder | $45 | $13,326-99.7% | $9,451-99.5% | $13,397-99.7% |