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 | $26,562 | $159,602-83.4% | $150,045-82.3% | $142,382-81.3% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 38.39% | 70.24%-31.9pp | 62.55%-24.2pp | 217.08%-178.7pp |
| Employer contribution / active EE | $2,735 | $4,961-44.9% | $4,693-41.7% | $4,299-36.4% |
| Participant deferral / active EE | $4,704 | $8,310-43.4% | $7,997-41.2% | $6,507-27.7% |
| Admin fee / account holder | $277 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |