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 | $46,973 | $100,970-53.5% | $96,576-51.4% | $137,256-65.8% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 22.29% | 38.16%-15.9pp | 38.47%-16.2pp | 220.34%-198.1pp |
| Employer contribution / active EE | $6,674 | $3,809+75.2% | $3,553+87.8% | $4,156+60.6% |
| Participant deferral / active EE | $11,436 | $8,286+38.0% | $7,956+43.7% | $6,407+78.5% |
| Admin fee / account holder | $98 | $11,312-99.1% | $11,381-99.1% | $12,270-99.2% |