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 | $34,565 | $177,572-80.5% | $154,803-77.7% | $142,382-75.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 15.47% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,002 | $4,810-58.4% | $4,305-53.5% | $4,299-53.4% |
| Participant deferral / active EE | $9,038 | $6,272+44.1% | $5,540+63.1% | $6,507+38.9% |
| Admin fee / account holder | $40 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |