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 | $25,773 | $165,335-84.4% | $149,696-82.8% | $158,922-83.8% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 31.23% | 348.15%-316.9pp | 276.60%-245.4pp | 302.83%-271.6pp |
| Employer contribution / active EE | $1,553 | $5,103-69.6% | $4,644-66.6% | $4,761-67.4% |
| Participant deferral / active EE | $8,887 | $7,181+23.7% | $6,842+29.9% | $5,982+48.6% |
| Admin fee / account holder | $84 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |