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 9-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 | $28,676 | $157,256-81.8% | $141,162-79.7% | $152,861-81.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 24.67% | 64.32%-39.7pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,238 | $5,261-57.5% | $4,735-52.7% | $4,762-53.0% |
| Participant deferral / active EE | $3,921 | $7,109-44.8% | $6,709-41.6% | $5,850-33.0% |
| Admin fee / account holder | $279 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |