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 | $35,770 | $217,402-83.5% | $185,823-80.8% | $167,490-78.6% |
| Participation rate | 82.4% | 86.0%-3.7pp | 81.7%+0.7pp | 82.1%+0.2pp |
| Annual return | 16.03% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,982 | $5,873-32.2% | $5,167-22.9% | $4,837-17.7% |
| Participant deferral / active EE | $3,977 | $6,356-37.4% | $5,568-28.6% | $6,341-37.3% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |