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 | $23,068 | $154,228-85.0% | $145,433-84.1% | $137,256-83.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 27.85% | 74.59%-46.7pp | 66.58%-38.7pp | 220.34%-192.5pp |
| Employer contribution / active EE | $1,869 | $4,804-61.1% | $4,554-59.0% | $4,156-55.0% |
| Participant deferral / active EE | $9,291 | $8,216+13.1% | $7,897+17.7% | $6,407+45.0% |
| Admin fee / account holder | $47 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |