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 | $63,043 | $154,228-59.1% | $145,433-56.7% | $137,256-54.1% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 28.64% | 74.59%-45.9pp | 66.58%-37.9pp | 220.34%-191.7pp |
| Employer contribution / active EE | $4,643 | $4,804-3.4% | $4,554+1.9% | $4,156+11.7% |
| Participant deferral / active EE | $15,857 | $8,216+93.0% | $7,897+100.8% | $6,407+147.5% |
| Admin fee / account holder | $102 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |