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 4-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 | $57,431 | $177,572-67.7% | $154,803-62.9% | $142,382-59.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 22.45% | 65.07%-42.6pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $5,162 | $4,810+7.3% | $4,305+19.9% | $4,299+20.1% |
| Participant deferral / active EE | $7,962 | $6,272+26.9% | $5,540+43.7% | $6,507+22.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |