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 | $66,556 | $159,602-58.3% | $150,045-55.6% | $142,382-53.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.55% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,625 | $4,961-47.1% | $4,693-44.1% | $4,299-39.0% |
| Participant deferral / active EE | $10,660 | $8,310+28.3% | $7,997+33.3% | $6,507+63.8% |
| Admin fee / account holder | $65 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |