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 | $28,501 | $165,335-82.8% | $149,696-81.0% | $158,922-82.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 27.72% | 348.15%-320.4pp | 276.60%-248.9pp | 302.83%-275.1pp |
| Employer contribution / active EE | $2,717 | $5,103-46.8% | $4,644-41.5% | $4,761-42.9% |
| Participant deferral / active EE | $5,573 | $7,181-22.4% | $6,842-18.5% | $5,982-6.8% |
| Admin fee / account holder | $160 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |