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 | $31,674 | $159,602-80.2% | $150,045-78.9% | $142,382-77.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 21.19% | 70.24%-49.0pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,929 | $4,961-41.0% | $4,693-37.6% | $4,299-31.9% |
| Participant deferral / active EE | $4,563 | $8,310-45.1% | $7,997-42.9% | $6,507-29.9% |
| Admin fee / account holder | $75 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |