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 | $26,748 | $159,602-83.2% | $150,045-82.2% | $142,382-81.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 22.12% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,281 | $4,961-54.0% | $4,693-51.4% | $4,299-46.9% |
| Participant deferral / active EE | $3,100 | $8,310-62.7% | $7,997-61.2% | $6,507-52.4% |
| Admin fee / account holder | $62 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |