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 | $54,343 | $159,602-66.0% | $150,045-63.8% | $142,382-61.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.83% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,629 | $4,961-47.0% | $4,693-44.0% | $4,299-38.8% |
| Participant deferral / active EE | $4,631 | $8,310-44.3% | $7,997-42.1% | $6,507-28.8% |
| Admin fee / account holder | $117 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |