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 | $25,377 | $178,174-85.8% | $156,181-83.8% | $137,256-81.5% |
| Participation rate | 76.5% | 82.0%-5.6pp | 78.8%-2.4pp | 80.0%-3.5pp |
| Annual return | 23.86% | 84.19%-60.3pp | 64.87%-41.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $2,060 | $4,972-58.6% | $4,294-52.0% | $4,156-50.4% |
| Participant deferral / active EE | $5,873 | $6,888-14.7% | $6,132-4.2% | $6,407-8.3% |
| Admin fee / account holder | $53 | $17,404-99.7% | $14,586-99.6% | $12,270-99.6% |