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 4-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 | $31,516 | $154,228-79.6% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 23.55% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,912 | $4,804-60.2% | $4,554-58.0% | $4,156-54.0% |
| Participant deferral / active EE | $9,319 | $8,216+13.4% | $7,897+18.0% | $6,407+45.5% |
| Admin fee / account holder | $72 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |