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 | $28,506 | $177,572-83.9% | $154,803-81.6% | $142,382-80.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 29.35% | 65.07%-35.7pp | 58.88%-29.5pp | 217.08%-187.7pp |
| Employer contribution / active EE | $5,006 | $4,810+4.1% | $4,305+16.3% | $4,299+16.4% |
| Participant deferral / active EE | $7,600 | $6,272+21.2% | $5,540+37.2% | $6,507+16.8% |
| Admin fee / account holder | $25 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |