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 7-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 | $43,601 | $209,411-79.2% | $178,490-75.6% | $158,922-72.6% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 20.58% | 188.75%-168.2pp | 151.07%-130.5pp | 302.83%-282.2pp |
| Employer contribution / active EE | $7,284 | $5,706+27.6% | $5,011+45.4% | $4,761+53.0% |
| Participant deferral / active EE | $5,829 | $5,954-2.1% | $5,202+12.1% | $5,982-2.6% |
| Admin fee / account holder | $83 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |