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 | $49,639 | $95,266-47.9% | $82,389-39.7% | $142,382-65.1% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.5%+3.2pp | 80.1%-7.4pp |
| Annual return | 20.19% | 25.74%-5.5pp | 28.67%-8.5pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,006 | $2,991+0.5% | $2,517+19.4% | $4,299-30.1% |
| Participant deferral / active EE | $7,327 | $4,809+52.4% | $4,155+76.4% | $6,507+12.6% |
| Admin fee / account holder | $119 | $8,563-98.6% | $7,231-98.4% | $12,624-99.1% |