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 | $172,111-83.4% | $150,298-81.0% | $137,256-79.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 29.35% | 69.37%-40.0pp | 62.79%-33.4pp | 220.34%-191.0pp |
| Employer contribution / active EE | $5,006 | $4,636+8.0% | $4,154+20.5% | $4,156+20.5% |
| Participant deferral / active EE | $7,600 | $6,166+23.3% | $5,453+39.4% | $6,407+18.6% |
| Admin fee / account holder | $25 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |