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 10-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 | $19,892 | $177,572-88.8% | $154,803-87.1% | $142,382-86.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 21.80% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,435 | $4,810+13.0% | $4,305+26.2% | $4,299+26.4% |
| Participant deferral / active EE | $3,985 | $6,272-36.5% | $5,540-28.1% | $6,507-38.8% |
| Admin fee / account holder | $245 | $16,786-98.5% | $14,329-98.3% | $12,624-98.1% |