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 8-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 | $32,269 | $114,381-71.8% | $107,525-70.0% | $142,382-77.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 22.19% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,096 | $4,015+2.0% | $3,754+9.1% | $4,299-4.7% |
| Participant deferral / active EE | $6,061 | $5,564+8.9% | $5,116+18.5% | $6,507-6.9% |
| Admin fee / account holder | $5 | $9,860-99.9% | $8,919-99.9% | $12,624-100.0% |