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 | $34,732 | $165,335-79.0% | $149,696-76.8% | $158,922-78.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 18.44% | 348.15%-329.7pp | 276.60%-258.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,242 | $5,103-56.1% | $4,644-51.7% | $4,761-52.9% |
| Participant deferral / active EE | $8,746 | $7,181+21.8% | $6,842+27.8% | $5,982+46.2% |
| Admin fee / account holder | $297 | $10,807-97.3% | $9,309-96.8% | $11,246-97.4% |