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 9-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 | $34,529 | $176,056-80.4% | $159,436-78.3% | $167,490-79.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 17.68% | 331.75%-314.1pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,462 | $5,297-53.5% | $4,829-49.0% | $4,837-49.1% |
| Participant deferral / active EE | $3,996 | $7,750-48.4% | $7,352-45.6% | $6,341-37.0% |
| Admin fee / account holder | $129 | $12,554-99.0% | $10,799-98.8% | $12,309-98.9% |