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 | $27,601 | $214,378-87.1% | $200,582-86.2% | $142,382-80.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 25.21% | 46.41%-21.2pp | 42.33%-17.1pp | 217.08%-191.9pp |
| Employer contribution / active EE | $3,932 | $6,841-42.5% | $6,419-38.7% | $4,299-8.5% |
| Participant deferral / active EE | $6,098 | $9,865-38.2% | $9,331-34.6% | $6,507-6.3% |
| Admin fee / account holder | $47 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |