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 | $21,661 | $177,572-87.8% | $154,803-86.0% | $142,382-84.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 17.80% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,689 | $4,810-44.1% | $4,305-37.5% | $4,299-37.4% |
| Participant deferral / active EE | $3,081 | $6,272-50.9% | $5,540-44.4% | $6,507-52.6% |
| Admin fee / account holder | $82 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |