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 | $20,544 | $159,602-87.1% | $150,045-86.3% | $142,382-85.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 14.38% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,077 | $4,961-58.1% | $4,693-55.7% | $4,299-51.7% |
| Participant deferral / active EE | $3,075 | $8,310-63.0% | $7,997-61.5% | $6,507-52.7% |
| Admin fee / account holder | $119 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |