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 6-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 | $45,233 | $154,228-70.7% | $145,433-68.9% | $137,256-67.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 15.99% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,536 | $4,804-47.2% | $4,554-44.3% | $4,156-39.0% |
| Participant deferral / active EE | $3,280 | $8,216-60.1% | $7,897-58.5% | $6,407-48.8% |
| Admin fee / account holder | $271 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |