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 | $79,628 | $154,228-48.4% | $145,433-45.2% | $137,256-42.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 22.43% | 74.59%-52.2pp | 66.58%-44.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,461 | $4,804-48.8% | $4,554-46.0% | $4,156-40.8% |
| Participant deferral / active EE | $8,200 | $8,216-0.2% | $7,897+3.8% | $6,407+28.0% |
| Admin fee / account holder | $83 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |