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 | $22,451 | $177,572-87.4% | $154,803-85.5% | $142,382-84.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.78% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,181 | $4,810-75.5% | $4,305-72.6% | $4,299-72.5% |
| Participant deferral / active EE | $2,880 | $6,272-54.1% | $5,540-48.0% | $6,507-55.7% |
| Admin fee / account holder | $262 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |