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 | $33,524 | $165,335-79.7% | $149,696-77.6% | $158,922-78.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 26.42% | 348.15%-321.7pp | 276.60%-250.2pp | 302.83%-276.4pp |
| Employer contribution / active EE | $4,031 | $5,103-21.0% | $4,644-13.2% | $4,761-15.3% |
| Participant deferral / active EE | $7,803 | $7,181+8.7% | $6,842+14.1% | $5,982+30.4% |
| Admin fee / account holder | $39 | $10,807-99.6% | $9,309-99.6% | $11,246-99.7% |