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 | $15,693 | $202,432-92.2% | $169,368-90.7% | $139,434-88.7% |
| Participation rate | 76.9% | 81.1%-4.1pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 51.18% | 531.74%-480.6pp | 405.60%-354.4pp | 372.94%-321.8pp |
| Employer contribution / active EE | $2,816 | $4,692-40.0% | $4,013-29.8% | $4,751-40.7% |
| Participant deferral / active EE | $7,404 | $6,938+6.7% | $6,221+19.0% | $6,710+10.3% |
| Admin fee / account holder | $36 | $10,708-99.7% | $9,003-99.6% | $11,403-99.7% |