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 5-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 | $37,530 | $201,272-81.4% | $184,203-79.6% | $145,922-74.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 11.73% | 29.00%-17.3pp | 28.81%-17.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,539 | $7,022-63.8% | $6,427-60.5% | $4,660-45.5% |
| Participant deferral / active EE | $7,748 | $9,806-21.0% | $9,131-15.2% | $6,688+15.8% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |