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 | $179,726-85.9% | $156,263-83.8% | $142,382-82.2% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 23.86% | 77.86%-54.0pp | 59.47%-35.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,060 | $5,069-59.4% | $4,333-52.5% | $4,299-52.1% |
| Participant deferral / active EE | $5,873 | $6,956-15.6% | $6,158-4.6% | $6,507-9.8% |
| Admin fee / account holder | $53 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |