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 | $159,602-76.5% | $150,045-75.0% | $142,382-73.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 21.96% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,574 | $4,961-68.3% | $4,693-66.5% | $4,299-63.4% |
| Participant deferral / active EE | $3,061 | $8,310-63.2% | $7,997-61.7% | $6,507-53.0% |
| Admin fee / account holder | $259 | $14,846-98.3% | $13,435-98.1% | $12,624-97.9% |