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 | $24,736 | $214,378-88.5% | $200,582-87.7% | $142,382-82.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 22.28% | 46.41%-24.1pp | 42.33%-20.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,715 | $6,841-74.9% | $6,419-73.3% | $4,299-60.1% |
| Participant deferral / active EE | $3,428 | $9,865-65.2% | $9,331-63.3% | $6,507-47.3% |
| Admin fee / account holder | $145 | $17,692-99.2% | $16,305-99.1% | $12,624-98.8% |