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 | $37,323 | $154,228-75.8% | $145,433-74.3% | $137,256-72.8% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 16.66% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,408 | $4,804-70.7% | $4,554-69.1% | $4,156-66.1% |
| Participant deferral / active EE | $4,642 | $8,216-43.5% | $7,897-41.2% | $6,407-27.5% |
| Admin fee / account holder | $292 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |