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 5-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 | $29,562 | $158,398-81.3% | $126,539-76.6% | $142,382-79.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 14.77% | 593.76%-579.0pp | 425.95%-411.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,006 | $4,650-56.9% | $3,674-45.4% | $4,299-53.3% |
| Participant deferral / active EE | $4,789 | $4,767+0.5% | $4,083+17.3% | $6,507-26.4% |
| Admin fee / account holder | $70 | $6,918-99.0% | $6,065-98.8% | $12,624-99.4% |