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 | $32,967 | $214,378-84.6% | $200,582-83.6% | $142,382-76.8% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 25.26% | 46.41%-21.1pp | 42.33%-17.1pp | 217.08%-191.8pp |
| Employer contribution / active EE | $4,681 | $6,841-31.6% | $6,419-27.1% | $4,299+8.9% |
| Participant deferral / active EE | $7,209 | $9,865-26.9% | $9,331-22.7% | $6,507+10.8% |
| Admin fee / account holder | $30 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |