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 | $32,469 | $154,228-78.9% | $145,433-77.7% | $137,256-76.3% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 25.08% | 74.59%-49.5pp | 66.58%-41.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $3,658 | $4,804-23.9% | $4,554-19.7% | $4,156-12.0% |
| Participant deferral / active EE | $7,220 | $8,216-12.1% | $7,897-8.6% | $6,407+12.7% |
| Admin fee / account holder | $177 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |