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 5-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 | $34,783 | $154,228-77.4% | $145,433-76.1% | $137,256-74.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 39.27% | 74.59%-35.3pp | 66.58%-27.3pp | 220.34%-181.1pp |
| Employer contribution / active EE | $4,388 | $4,804-8.7% | $4,554-3.7% | $4,156+5.6% |
| Participant deferral / active EE | $4,673 | $8,216-43.1% | $7,897-40.8% | $6,407-27.1% |
| Admin fee / account holder | $46 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |