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 | $25,935 | $95,266-72.8% | $82,389-68.5% | $142,382-81.8% |
| Participation rate | 94.7% | 74.5%+20.3pp | 69.5%+25.2pp | 80.1%+14.6pp |
| Annual return | 21.77% | 25.74%-4.0pp | 28.67%-6.9pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,359 | $2,991+12.3% | $2,517+33.5% | $4,299-21.9% |
| Participant deferral / active EE | $5,564 | $4,809+15.7% | $4,155+33.9% | $6,507-14.5% |
| Admin fee / account holder | $232 | $8,563-97.3% | $7,231-96.8% | $12,624-98.2% |