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 | $46,774 | $159,602-70.7% | $150,045-68.8% | $142,382-67.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.82% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,014 | $4,961-19.1% | $4,693-14.5% | $4,299-6.6% |
| Participant deferral / active EE | $5,910 | $8,310-28.9% | $7,997-26.1% | $6,507-9.2% |
| Admin fee / account holder | $97 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |