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 | $42,316 | $159,602-73.5% | $150,045-71.8% | $142,382-70.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.84% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,708 | $4,961-45.4% | $4,693-42.3% | $4,299-37.0% |
| Participant deferral / active EE | $4,802 | $8,310-42.2% | $7,997-40.0% | $6,507-26.2% |
| Admin fee / account holder | $91 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |