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 | $106,584-55.9% | $101,326-53.6% | $142,382-67.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 22.29% | 36.93%-14.6pp | 36.82%-14.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $6,674 | $3,956+68.7% | $3,665+82.1% | $4,299+55.2% |
| Participant deferral / active EE | $11,436 | $8,297+37.8% | $7,994+43.1% | $6,507+75.7% |
| Admin fee / account holder | $98 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |