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 | $21,737 | $183,519-88.2% | $155,509-86.0% | $145,922-85.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.24% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,896 | $5,313-64.3% | $4,672-59.4% | $4,660-59.3% |
| Participant deferral / active EE | $4,371 | $6,462-32.4% | $5,626-22.3% | $6,688-34.6% |
| Admin fee / account holder | $228 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |