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 | $179,134 | $209,336-14.4% | $197,124-9.1% | $137,256+30.5% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 20.62% | 48.09%-27.5pp | 44.34%-23.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,267 | $6,591-65.6% | $6,227-63.6% | $4,156-45.4% |
| Participant deferral / active EE | $7,230 | $9,614-24.8% | $9,135-20.8% | $6,407+12.9% |
| Admin fee / account holder | $96 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |