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 | $24,052 | $157,256-84.7% | $141,162-83.0% | $152,861-84.3% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 35.25% | 64.32%-29.1pp | 71.39%-36.1pp | 345.32%-310.1pp |
| Employer contribution / active EE | $1,933 | $5,261-63.3% | $4,735-59.2% | $4,762-59.4% |
| Participant deferral / active EE | $5,312 | $7,109-25.3% | $6,709-20.8% | $5,850-9.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |