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 | $46,248 | $154,228-70.0% | $145,433-68.2% | $137,256-66.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 25.46% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.9pp |
| Employer contribution / active EE | $6,734 | $4,804+40.2% | $4,554+47.9% | $4,156+62.0% |
| Participant deferral / active EE | $13,351 | $8,216+62.5% | $7,897+69.1% | $6,407+108.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |