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 | $27,314 | $154,228-82.3% | $145,433-81.2% | $137,256-80.1% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 20.12% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,249 | $4,804-53.2% | $4,554-50.6% | $4,156-45.9% |
| Participant deferral / active EE | $3,796 | $8,216-53.8% | $7,897-51.9% | $6,407-40.8% |
| Admin fee / account holder | $275 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |