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 | $32,841 | $106,584-69.2% | $101,326-67.6% | $142,382-76.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 21.72% | 36.93%-15.2pp | 36.82%-15.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,047 | $3,956-73.5% | $3,665-71.4% | $4,299-75.6% |
| Participant deferral / active EE | $8,463 | $8,297+2.0% | $7,994+5.9% | $6,507+30.1% |
| Admin fee / account holder | $81 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |