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 5-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 | $23,573 | $154,228-84.7% | $145,433-83.8% | $137,256-82.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 23.14% | 74.59%-51.5pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,326 | $4,804-72.4% | $4,554-70.9% | $4,156-68.1% |
| Participant deferral / active EE | $3,276 | $8,216-60.1% | $7,897-58.5% | $6,407-48.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |