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 | $25,948 | $159,602-83.7% | $150,045-82.7% | $142,382-81.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.34% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,613 | $4,961-27.2% | $4,693-23.0% | $4,299-16.0% |
| Participant deferral / active EE | $8,541 | $8,310+2.8% | $7,997+6.8% | $6,507+31.2% |
| Admin fee / account holder | $237 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |