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 | $67,991 | $209,336-67.5% | $197,124-65.5% | $137,256-50.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 19.63% | 48.09%-28.5pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $7,556 | $6,591+14.6% | $6,227+21.3% | $4,156+81.8% |
| Participant deferral / active EE | $14,101 | $9,614+46.7% | $9,135+54.4% | $6,407+120.1% |
| Admin fee / account holder | $65 | $17,308-99.6% | $16,298-99.6% | $12,270-99.5% |