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 | $35,396 | $154,228-77.0% | $145,433-75.7% | $137,256-74.2% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 24.04% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,241 | $4,804-53.4% | $4,554-50.8% | $4,156-46.1% |
| Participant deferral / active EE | $8,178 | $8,216-0.5% | $7,897+3.6% | $6,407+27.7% |
| Admin fee / account holder | $43 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |