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 5-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 | $104,540 | $154,228-32.2% | $145,433-28.1% | $137,256-23.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 28.64% | 74.59%-45.9pp | 66.58%-37.9pp | 220.34%-191.7pp |
| Employer contribution / active EE | $13,673 | $4,804+184.6% | $4,554+200.2% | $4,156+229.0% |
| Participant deferral / active EE | $10,562 | $8,216+28.6% | $7,897+33.7% | $6,407+64.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |