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 4-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 | $49,234 | $159,602-69.2% | $150,045-67.2% | $142,382-65.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 22.18% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,394 | $4,961-51.7% | $4,693-49.0% | $4,299-44.3% |
| Participant deferral / active EE | $9,572 | $8,310+15.2% | $7,997+19.7% | $6,507+47.1% |
| Admin fee / account holder | $56 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |