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 6-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 | $33,519 | $177,572-81.1% | $154,803-78.3% | $142,382-76.5% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 20.93% | 65.07%-44.1pp | 58.88%-38.0pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,363 | $4,810-71.7% | $4,305-68.3% | $4,299-68.3% |
| Participant deferral / active EE | $4,862 | $6,272-22.5% | $5,540-12.2% | $6,507-25.3% |
| Admin fee / account holder | $232 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |