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 | $29,402 | $159,602-81.6% | $150,045-80.4% | $142,382-79.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 20.13% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,014 | $4,961-59.4% | $4,693-57.1% | $4,299-53.1% |
| Participant deferral / active EE | $4,368 | $8,310-47.4% | $7,997-45.4% | $6,507-32.9% |
| Admin fee / account holder | $94 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |