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 3-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 | $17,534 | $177,572-90.1% | $154,803-88.7% | $142,382-87.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 22.48% | 65.07%-42.6pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,320 | $4,810-51.8% | $4,305-46.1% | $4,299-46.0% |
| Participant deferral / active EE | $5,166 | $6,272-17.6% | $5,540-6.8% | $6,507-20.6% |
| Admin fee / account holder | $264 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |