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 | $43,294 | $201,272-78.5% | $184,203-76.5% | $145,922-70.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.45% | 29.00%-11.5pp | 28.81%-11.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,287 | $7,022-53.2% | $6,427-48.9% | $4,660-29.5% |
| Participant deferral / active EE | $11,336 | $9,806+15.6% | $9,131+24.1% | $6,688+69.5% |
| Admin fee / account holder | $272 | $16,364-98.3% | $13,901-98.0% | $13,397-98.0% |