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 | $54,829 | $159,602-65.6% | $150,045-63.5% | $142,382-61.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 27.52% | 70.24%-42.7pp | 62.55%-35.0pp | 217.08%-189.6pp |
| Employer contribution / active EE | $1,855 | $4,961-62.6% | $4,693-60.5% | $4,299-56.9% |
| Participant deferral / active EE | $8,204 | $8,310-1.3% | $7,997+2.6% | $6,507+26.1% |
| Admin fee / account holder | $223 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |