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 | $69,320 | $172,111-59.7% | $150,298-53.9% | $137,256-49.5% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 20.41% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $6,602 | $4,636+42.4% | $4,154+58.9% | $4,156+58.9% |
| Participant deferral / active EE | $4,249 | $6,166-31.1% | $5,453-22.1% | $6,407-33.7% |
| Admin fee / account holder | $18 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |