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 | $42,420 | $177,572-76.1% | $154,803-72.6% | $142,382-70.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.54% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,121 | $4,810-55.9% | $4,305-50.7% | $4,299-50.7% |
| Participant deferral / active EE | $7,961 | $6,272+26.9% | $5,540+43.7% | $6,507+22.3% |
| Admin fee / account holder | $246 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |