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 | $37,496 | $154,228-75.7% | $145,433-74.2% | $137,256-72.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 21.96% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,574 | $4,804-67.2% | $4,554-65.4% | $4,156-62.1% |
| Participant deferral / active EE | $3,061 | $8,216-62.7% | $7,897-61.2% | $6,407-52.2% |
| Admin fee / account holder | $259 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |