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 8-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 | $33,260 | $157,256-78.9% | $141,162-76.4% | $152,861-78.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 26.11% | 64.32%-38.2pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,965 | $5,261-62.6% | $4,735-58.5% | $4,762-58.7% |
| Participant deferral / active EE | $8,615 | $7,109+21.2% | $6,709+28.4% | $5,850+47.3% |
| Admin fee / account holder | $121 | $12,120-99.0% | $10,261-98.8% | $11,596-99.0% |