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 | $41,836 | $114,381-63.4% | $107,525-61.1% | $142,382-70.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 24.38% | 242.71%-218.3pp | 181.32%-156.9pp | 217.08%-192.7pp |
| Employer contribution / active EE | $7,468 | $4,015+86.0% | $3,754+99.0% | $4,299+73.7% |
| Participant deferral / active EE | $7,040 | $5,564+26.5% | $5,116+37.6% | $6,507+8.2% |
| Admin fee / account holder | $256 | $9,860-97.4% | $8,919-97.1% | $12,624-98.0% |