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 | $64,636 | $238,490-72.9% | $180,183-64.1% | $142,382-54.6% |
| Participation rate | 72.7% | 82.3%-9.5pp | 77.4%-4.7pp | 80.1%-7.4pp |
| Annual return | 19.97% | 33.56%-13.6pp | 27.86%-7.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,269 | $6,143-30.5% | $5,039-15.3% | $4,299-0.7% |
| Participant deferral / active EE | $10,254 | $7,996+28.2% | $6,822+50.3% | $6,507+57.6% |
| Admin fee / account holder | $198 | $28,866-99.3% | $19,975-99.0% | $12,624-98.4% |