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 | $25,728 | $154,228-83.3% | $145,433-82.3% | $137,256-81.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 22.05% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,487 | $4,804-69.0% | $4,554-67.4% | $4,156-64.2% |
| Participant deferral / active EE | $3,118 | $8,216-62.1% | $7,897-60.5% | $6,407-51.3% |
| Admin fee / account holder | $46 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |