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 | $42,893 | $159,602-73.1% | $150,045-71.4% | $142,382-69.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 37.32% | 70.24%-32.9pp | 62.55%-25.2pp | 217.08%-179.8pp |
| Employer contribution / active EE | $3,511 | $4,961-29.2% | $4,693-25.2% | $4,299-18.3% |
| Participant deferral / active EE | $8,673 | $8,310+4.4% | $7,997+8.4% | $6,507+33.3% |
| Admin fee / account holder | $41 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |