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 | $76,884 | $159,602-51.8% | $150,045-48.8% | $142,382-46.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 21.95% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,420 | $4,961-31.1% | $4,693-27.1% | $4,299-20.5% |
| Participant deferral / active EE | $7,397 | $8,310-11.0% | $7,997-7.5% | $6,507+13.7% |
| Admin fee / account holder | $271 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |