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 | $83,335 | $159,602-47.8% | $150,045-44.5% | $142,382-41.5% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 23.48% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $6,358 | $4,961+28.2% | $4,693+35.5% | $4,299+47.9% |
| Participant deferral / active EE | $11,395 | $8,310+37.1% | $7,997+42.5% | $6,507+75.1% |
| Admin fee / account holder | $44 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |