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 | $52,477 | $127,065-58.7% | $113,168-53.6% | $142,382-63.1% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 26.66% | 24.03%+2.6pp | 24.27%+2.4pp | 217.08%-190.4pp |
| Employer contribution / active EE | $15,287 | $3,442+344.1% | $2,975+413.8% | $4,299+255.6% |
| Participant deferral / active EE | $5,654 | $5,716-1.1% | $5,107+10.7% | $6,507-13.1% |
| Admin fee / account holder | $201 | $15,736-98.7% | $12,068-98.3% | $12,624-98.4% |