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 | $57,940 | $100,773-42.5% | $88,946-34.9% | $142,382-59.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 20.07% | 70.18%-50.1pp | 57.82%-37.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,579 | $2,918-11.6% | $2,555+1.0% | $4,299-40.0% |
| Participant deferral / active EE | $13,956 | $5,230+166.8% | $4,581+204.6% | $6,507+114.5% |
| Admin fee / account holder | $139 | $9,693-98.6% | $8,261-98.3% | $12,624-98.9% |