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 8-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 | $41,457 | $159,602-74.0% | $150,045-72.4% | $142,382-70.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.19% | 70.24%-50.0pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,722 | $4,961-45.1% | $4,693-42.0% | $4,299-36.7% |
| Participant deferral / active EE | $7,666 | $8,310-7.8% | $7,997-4.1% | $6,507+17.8% |
| Admin fee / account holder | $227 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |