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 | $154,228-82.7% | $145,433-81.6% | $137,256-80.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 22.12% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,281 | $4,804-52.5% | $4,554-49.9% | $4,156-45.1% |
| Participant deferral / active EE | $3,100 | $8,216-62.3% | $7,897-60.8% | $6,407-51.6% |
| Admin fee / account holder | $62 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |