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 | $62,578 | $154,228-59.4% | $145,433-57.0% | $137,256-54.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 35.49% | 74.59%-39.1pp | 66.58%-31.1pp | 220.34%-184.8pp |
| Employer contribution / active EE | $5,882 | $4,804+22.4% | $4,554+29.1% | $4,156+41.5% |
| Participant deferral / active EE | $13,873 | $8,216+68.8% | $7,897+75.7% | $6,407+116.5% |
| Admin fee / account holder | $22 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |