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 | $20,891 | $177,572-88.2% | $154,803-86.5% | $142,382-85.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 33.47% | 65.07%-31.6pp | 58.88%-25.4pp | 217.08%-183.6pp |
| Employer contribution / active EE | $10,288 | $4,810+113.9% | $4,305+139.0% | $4,299+139.3% |
| Participant deferral / active EE | $5,567 | $6,272-11.2% | $5,540+0.5% | $6,507-14.5% |
| Admin fee / account holder | $49 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |