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 4-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 | $27,753 | $154,228-82.0% | $145,433-80.9% | $137,256-79.8% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 77.52% | 74.59%+2.9pp | 66.58%+10.9pp | 220.34%-142.8pp |
| Employer contribution / active EE | $3,667 | $4,804-23.7% | $4,554-19.5% | $4,156-11.8% |
| Participant deferral / active EE | $7,961 | $8,216-3.1% | $7,897+0.8% | $6,407+24.3% |
| Admin fee / account holder | $10 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |