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 | $14,410 | $177,572-91.9% | $154,803-90.7% | $142,382-89.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 27.27% | 65.07%-37.8pp | 58.88%-31.6pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,021 | $4,810-78.8% | $4,305-76.3% | $4,299-76.3% |
| Participant deferral / active EE | $3,968 | $6,272-36.7% | $5,540-28.4% | $6,507-39.0% |
| Admin fee / account holder | $14 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |