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 | $100,970-56.4% | $96,576-54.4% | $137,256-67.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 25.37% | 38.16%-12.8pp | 38.47%-13.1pp | 220.34%-195.0pp |
| Employer contribution / active EE | $3,510 | $3,809-7.9% | $3,553-1.2% | $4,156-15.5% |
| Participant deferral / active EE | $7,793 | $8,286-6.0% | $7,956-2.1% | $6,407+21.6% |
| Admin fee / account holder | $97 | $11,312-99.1% | $11,381-99.1% | $12,270-99.2% |