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 | $22,486 | $68,547-67.2% | $120,354-81.3% | $80,856-72.2% |
| Participation rate | 76.5% | 61.6%+14.9pp | 71.9%+4.6pp | 67.6%+8.8pp |
| Annual return | 17.81% | 23.60%-5.8pp | 107.15%-89.3pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,037 | $2,051-0.7% | $3,463-41.2% | $2,755-26.0% |
| Participant deferral / active EE | $4,173 | $3,173+31.5% | $4,991-16.4% | $4,296-2.9% |
| Admin fee / account holder | $201 | $5,732-96.5% | $9,423-97.9% | $6,918-97.1% |