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 5-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 | $35,438 | $154,228-77.0% | $145,433-75.6% | $137,256-74.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 213.23% | 74.59%+138.6pp | 66.58%+146.7pp | 220.34%-7.1pp |
| Employer contribution / active EE | $3,792 | $4,804-21.1% | $4,554-16.7% | $4,156-8.8% |
| Participant deferral / active EE | $8,114 | $8,216-1.2% | $7,897+2.7% | $6,407+26.6% |
| Admin fee / account holder | $50 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |