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 | $56,943 | $157,256-63.8% | $141,162-59.7% | $152,861-62.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 33.64% | 64.32%-30.7pp | 71.39%-37.7pp | 345.32%-311.7pp |
| Employer contribution / active EE | $1,935 | $5,261-63.2% | $4,735-59.1% | $4,762-59.4% |
| Participant deferral / active EE | $8,544 | $7,109+20.2% | $6,709+27.4% | $5,850+46.0% |
| Admin fee / account holder | $131 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |