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 | $154,228-69.0% | $145,433-67.1% | $137,256-65.2% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 19.70% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,572 | $4,804-25.7% | $4,554-21.6% | $4,156-14.1% |
| Participant deferral / active EE | $8,935 | $8,216+8.7% | $7,897+13.1% | $6,407+39.5% |
| Admin fee / account holder | $92 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |