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 | $37,756 | $177,572-78.7% | $154,803-75.6% | $142,382-73.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 14.59% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,812 | $4,810-62.3% | $4,305-57.9% | $4,299-57.9% |
| Participant deferral / active EE | $7,207 | $6,272+14.9% | $5,540+30.1% | $6,507+10.8% |
| Admin fee / account holder | $158 | $16,786-99.1% | $14,329-98.9% | $12,624-98.7% |