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 | $47,979 | $106,584-55.0% | $101,326-52.6% | $142,382-66.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 22.60% | 36.93%-14.3pp | 36.82%-14.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,640 | $8,297+64.4% | $7,994+70.6% | $6,507+109.6% |
| Admin fee / account holder | $170 | $11,446-98.5% | $11,185-98.5% | $12,624-98.7% |