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 | $30,132 | $201,272-85.0% | $184,203-83.6% | $145,922-79.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 43.19% | 29.00%+14.2pp | 28.81%+14.4pp | 561.29%-518.1pp |
| Employer contribution / active EE | $1,693 | $7,022-75.9% | $6,427-73.7% | $4,660-63.7% |
| Participant deferral / active EE | $8,803 | $9,806-10.2% | $9,131-3.6% | $6,688+31.6% |
| Admin fee / account holder | $242 | $16,364-98.5% | $13,901-98.3% | $13,397-98.2% |