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 6-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 | $37,415 | $176,056-78.7% | $159,436-76.5% | $167,490-77.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.08% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,164 | $5,297-59.2% | $4,829-55.2% | $4,837-55.3% |
| Participant deferral / active EE | $5,592 | $7,750-27.9% | $7,352-23.9% | $6,341-11.8% |
| Admin fee / account holder | $166 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |