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 6-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 | $33,644 | $154,228-78.2% | $145,433-76.9% | $137,256-75.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 18.24% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,539 | $4,804-68.0% | $4,554-66.2% | $4,156-63.0% |
| Participant deferral / active EE | $3,022 | $8,216-63.2% | $7,897-61.7% | $6,407-52.8% |
| Admin fee / account holder | $262 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |