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 | $56,654 | $177,572-68.1% | $154,803-63.4% | $142,382-60.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 22.17% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,369 | $4,810-50.7% | $4,305-45.0% | $4,299-44.9% |
| Participant deferral / active EE | $7,000 | $6,272+11.6% | $5,540+26.3% | $6,507+7.6% |
| Admin fee / account holder | $293 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |