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 | $27,925 | $154,228-81.9% | $145,433-80.8% | $137,256-79.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 21.16% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,488 | $4,804-69.0% | $4,554-67.3% | $4,156-64.2% |
| Participant deferral / active EE | $3,120 | $8,216-62.0% | $7,897-60.5% | $6,407-51.3% |
| Admin fee / account holder | $57 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |