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 | $31,815 | $159,602-80.1% | $150,045-78.8% | $142,382-77.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 23.68% | 70.24%-46.6pp | 62.55%-38.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,422 | $4,961-51.2% | $4,693-48.4% | $4,299-43.7% |
| Participant deferral / active EE | $5,077 | $8,310-38.9% | $7,997-36.5% | $6,507-22.0% |
| Admin fee / account holder | $136 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |