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 | $40,592 | $177,572-77.1% | $154,803-73.8% | $142,382-71.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 19.01% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,930 | $4,810-59.9% | $4,305-55.2% | $4,299-55.1% |
| Participant deferral / active EE | $4,860 | $6,272-22.5% | $5,540-12.3% | $6,507-25.3% |
| Admin fee / account holder | $231 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |