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 | $21,454 | $177,572-87.9% | $154,803-86.1% | $142,382-84.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 19.63% | 65.07%-45.4pp | 58.88%-39.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,599 | $4,810-66.8% | $4,305-62.9% | $4,299-62.8% |
| Participant deferral / active EE | $3,645 | $6,272-41.9% | $5,540-34.2% | $6,507-44.0% |
| Admin fee / account holder | $223 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |