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 | $116,232 | $154,228-24.6% | $145,433-20.1% | $137,256-15.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.46% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,465 | $4,804-48.7% | $4,554-45.9% | $4,156-40.7% |
| Participant deferral / active EE | $5,151 | $8,216-37.3% | $7,897-34.8% | $6,407-19.6% |
| Admin fee / account holder | $64 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |