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 | $20,571 | $177,572-88.4% | $154,803-86.7% | $142,382-85.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.19% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,129 | $4,810-76.5% | $4,305-73.8% | $4,299-73.7% |
| Participant deferral / active EE | $4,453 | $6,272-29.0% | $5,540-19.6% | $6,507-31.6% |
| Admin fee / account holder | $46 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |