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 | $37,261 | $209,336-82.2% | $197,124-81.1% | $137,256-72.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 28.55% | 48.09%-19.5pp | 44.34%-15.8pp | 220.34%-191.8pp |
| Employer contribution / active EE | $1,895 | $6,591-71.2% | $6,227-69.6% | $4,156-54.4% |
| Participant deferral / active EE | $6,765 | $9,614-29.6% | $9,135-25.9% | $6,407+5.6% |
| Admin fee / account holder | $208 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |