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 | $33,755 | $118,427-71.5% | $66,042-48.9% | $142,382-76.3% |
| Participation rate | 78.6% | 68.1%+10.4pp | 67.5%+11.1pp | 80.1%-1.5pp |
| Annual return | 21.34% | 35.57%-14.2pp | 52.11%-30.8pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,725 | $2,570+6.0% | $1,579+72.5% | $4,299-36.6% |
| Participant deferral / active EE | $5,330 | $4,311+23.6% | $2,835+88.0% | $6,507-18.1% |
| Admin fee / account holder | $267 | $9,593-97.2% | $5,747-95.4% | $12,624-97.9% |