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 3-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 | $23,873 | $177,572-86.6% | $154,803-84.6% | $142,382-83.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 27.37% | 65.07%-37.7pp | 58.88%-31.5pp | 217.08%-189.7pp |
| Employer contribution / active EE | $9,088 | $4,810+88.9% | $4,305+111.1% | $4,299+111.4% |
| Participant deferral / active EE | $4,887 | $6,272-22.1% | $5,540-11.8% | $6,507-24.9% |
| Admin fee / account holder | $113 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |