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 | $53,221 | $154,228-65.5% | $145,433-63.4% | $137,256-61.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.70% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,539 | $4,804-47.2% | $4,554-44.3% | $4,156-38.9% |
| Participant deferral / active EE | $6,526 | $8,216-20.6% | $7,897-17.4% | $6,407+1.9% |
| Admin fee / account holder | $21 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |