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 7-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 | $55,090 | $159,602-65.5% | $150,045-63.3% | $142,382-61.3% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 21.52% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,745 | $4,961-44.7% | $4,693-41.5% | $4,299-36.1% |
| Participant deferral / active EE | $5,672 | $8,310-31.7% | $7,997-29.1% | $6,507-12.8% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |