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 | $50,239 | $177,572-71.7% | $154,803-67.5% | $142,382-64.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 22.12% | 65.07%-42.9pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,207 | $4,810-54.1% | $4,305-48.7% | $4,299-48.7% |
| Participant deferral / active EE | $8,230 | $6,272+31.2% | $5,540+48.5% | $6,507+26.5% |
| Admin fee / account holder | $82 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |