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 | $40,279 | $154,228-73.9% | $145,433-72.3% | $137,256-70.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 24.14% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $7,593 | $4,804+58.0% | $4,554+66.7% | $4,156+82.7% |
| Participant deferral / active EE | $7,118 | $8,216-13.4% | $7,897-9.9% | $6,407+11.1% |
| Admin fee / account holder | $177 | $14,344-98.8% | $13,129-98.6% | $12,270-98.6% |