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 4-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 | $46,679 | $106,584-56.2% | $101,326-53.9% | $142,382-67.2% |
| Participation rate | 95.2% | 82.7%+12.5pp | 81.5%+13.7pp | 80.1%+15.1pp |
| Annual return | 18.81% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $6,842 | $3,956+73.0% | $3,665+86.7% | $4,299+59.2% |
| Participant deferral / active EE | $5,499 | $8,297-33.7% | $7,994-31.2% | $6,507-15.5% |
| Admin fee / account holder | $274 | $11,446-97.6% | $11,185-97.5% | $12,624-97.8% |