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 | $41,763 | $159,602-73.8% | $150,045-72.2% | $142,382-70.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 198.00% | 70.24%+127.8pp | 62.55%+135.4pp | 217.08%-19.1pp |
| Employer contribution / active EE | $2,014 | $4,961-59.4% | $4,693-57.1% | $4,299-53.2% |
| Participant deferral / active EE | $30,733 | $8,310+269.8% | $7,997+284.3% | $6,507+372.3% |
| Admin fee / account holder | $256 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |