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 6-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 | $47,827 | $159,602-70.0% | $150,045-68.1% | $142,382-66.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 19.70% | 70.24%-50.5pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,572 | $4,961-28.0% | $4,693-23.9% | $4,299-16.9% |
| Participant deferral / active EE | $8,935 | $8,310+7.5% | $7,997+11.7% | $6,507+37.3% |
| Admin fee / account holder | $92 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |