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 | $129,142 | $154,228-16.3% | $145,433-11.2% | $137,256-5.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 19.82% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,198 | $4,804-33.4% | $4,554-29.8% | $4,156-23.0% |
| Participant deferral / active EE | $15,893 | $8,216+93.4% | $7,897+101.2% | $6,407+148.1% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |