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 8-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 | $33,490 | $107,452-68.8% | $91,541-63.4% | $142,382-76.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 19.38% | 22.06%-2.7pp | 20.50%-1.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,188 | $2,994-26.9% | $2,505-12.6% | $4,299-49.1% |
| Participant deferral / active EE | $9,842 | $4,754+107.0% | $4,008+145.6% | $6,507+51.2% |
| Admin fee / account holder | $245 | $8,834-97.2% | $6,956-96.5% | $12,624-98.1% |