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 | $31,722 | $106,584-70.2% | $101,326-68.7% | $142,382-77.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 21.61% | 36.93%-15.3pp | 36.82%-15.2pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,488 | $3,956-37.1% | $3,665-32.1% | $4,299-42.1% |
| Participant deferral / active EE | $5,285 | $8,297-36.3% | $7,994-33.9% | $6,507-18.8% |
| Admin fee / account holder | $84 | $11,446-99.3% | $11,185-99.3% | $12,624-99.3% |