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 | $23,770 | $177,572-86.6% | $154,803-84.6% | $142,382-83.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 29.56% | 65.07%-35.5pp | 58.88%-29.3pp | 217.08%-187.5pp |
| Employer contribution / active EE | $1,591 | $4,810-66.9% | $4,305-63.1% | $4,299-63.0% |
| Participant deferral / active EE | $11,536 | $6,272+83.9% | $5,540+108.2% | $6,507+77.3% |
| Admin fee / account holder | $54 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |