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 3-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 | $13,013 | $177,572-92.7% | $154,803-91.6% | $142,382-90.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 221.65% | 65.07%+156.6pp | 58.88%+162.8pp | 217.08%+4.6pp |
| Employer contribution / active EE | $2,400 | $4,810-50.1% | $4,305-44.2% | $4,299-44.2% |
| Participant deferral / active EE | $4,299 | $6,272-31.5% | $5,540-22.4% | $6,507-33.9% |
| Admin fee / account holder | $116 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |