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 6-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 | $53,929 | $154,228-65.0% | $145,433-62.9% | $137,256-60.7% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 16.42% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,703 | $4,804-43.7% | $4,554-40.6% | $4,156-35.0% |
| Participant deferral / active EE | $7,065 | $8,216-14.0% | $7,897-10.5% | $6,407+10.3% |
| Admin fee / account holder | $265 | $14,344-98.2% | $13,129-98.0% | $12,270-97.8% |