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 | $30,860 | $104,974-70.6% | $95,585-67.7% | $142,382-78.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 22.25% | 210.33%-188.1pp | 38.56%-16.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,761 | $2,779-0.6% | $2,527+9.3% | $4,299-35.8% |
| Participant deferral / active EE | $4,605 | $4,352+5.8% | $4,023+14.5% | $6,507-29.2% |
| Admin fee / account holder | $117 | $6,386-98.2% | $6,127-98.1% | $12,624-99.1% |