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 | $36,648 | $165,335-77.8% | $149,696-75.5% | $158,922-76.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 11.10% | 348.15%-337.0pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,131 | $5,103-38.6% | $4,644-32.6% | $4,761-34.2% |
| Participant deferral / active EE | $7,636 | $7,181+6.3% | $6,842+11.6% | $5,982+27.6% |
| Admin fee / account holder | $283 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |