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 | $58,991 | $154,228-61.8% | $145,433-59.4% | $137,256-57.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 20.59% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $6,654 | $4,804+38.5% | $4,554+46.1% | $4,156+60.1% |
| Participant deferral / active EE | $13,425 | $8,216+63.4% | $7,897+70.0% | $6,407+109.5% |
| Admin fee / account holder | $132 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |