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 | $43,693 | $177,572-75.4% | $154,803-71.8% | $142,382-69.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 20.91% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,785 | $4,810-62.9% | $4,305-58.6% | $4,299-58.5% |
| Participant deferral / active EE | $5,726 | $6,272-8.7% | $5,540+3.4% | $6,507-12.0% |
| Admin fee / account holder | $227 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |