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 | $55,397 | $159,602-65.3% | $150,045-63.1% | $142,382-61.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 20.93% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,885 | $4,961-21.7% | $4,693-17.2% | $4,299-9.6% |
| Participant deferral / active EE | $11,707 | $8,310+40.9% | $7,997+46.4% | $6,507+79.9% |
| Admin fee / account holder | $192 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |