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 | $44,010 | $106,584-58.7% | $101,326-56.6% | $142,382-69.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 25.37% | 36.93%-11.6pp | 36.82%-11.5pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,510 | $3,956-11.3% | $3,665-4.2% | $4,299-18.4% |
| Participant deferral / active EE | $7,793 | $8,297-6.1% | $7,994-2.5% | $6,507+19.8% |
| Admin fee / account holder | $97 | $11,446-99.2% | $11,185-99.1% | $12,624-99.2% |