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 | $39,015 | $209,411-81.4% | $178,490-78.1% | $158,922-75.5% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.21% | 188.75%-176.5pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $6,006 | $5,706+5.2% | $5,011+19.9% | $4,761+26.1% |
| Participant deferral / active EE | $3,355 | $5,954-43.7% | $5,202-35.5% | $5,982-43.9% |
| Admin fee / account holder | $97 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |