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 9-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 | $44,605 | $209,336-78.7% | $197,124-77.4% | $137,256-67.5% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 17.98% | 48.09%-30.1pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,029 | $6,591-69.2% | $6,227-67.4% | $4,156-51.2% |
| Participant deferral / active EE | $5,279 | $9,614-45.1% | $9,135-42.2% | $6,407-17.6% |
| Admin fee / account holder | $73 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |