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 | $28,589 | $159,602-82.1% | $150,045-80.9% | $142,382-79.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 20.35% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,414 | $4,961-51.3% | $4,693-48.6% | $4,299-43.8% |
| Participant deferral / active EE | $5,474 | $8,310-34.1% | $7,997-31.6% | $6,507-15.9% |
| Admin fee / account holder | $96 | $14,846-99.4% | $13,435-99.3% | $12,624-99.2% |