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 | $31,370 | $172,111-81.8% | $150,298-79.1% | $137,256-77.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.73% | 69.37%-46.6pp | 62.79%-40.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,842 | $4,636-60.3% | $4,154-55.7% | $4,156-55.7% |
| Participant deferral / active EE | $12,615 | $6,166+104.6% | $5,453+131.3% | $6,407+96.9% |
| Admin fee / account holder | $128 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |