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 7-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 | $29,263 | $172,111-83.0% | $150,298-80.5% | $137,256-78.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.45% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,725 | $4,636-62.8% | $4,154-58.5% | $4,156-58.5% |
| Participant deferral / active EE | $3,215 | $6,166-47.9% | $5,453-41.0% | $6,407-49.8% |
| Admin fee / account holder | $67 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |