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 | $13,514 | $177,572-92.4% | $154,803-91.3% | $142,382-90.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 23.77% | 65.07%-41.3pp | 58.88%-35.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,811 | $4,810-62.3% | $4,305-57.9% | $4,299-57.9% |
| Participant deferral / active EE | $4,274 | $6,272-31.8% | $5,540-22.9% | $6,507-34.3% |
| Admin fee / account holder | $39 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |