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 | $44,293 | $217,402-79.6% | $185,823-76.2% | $167,490-73.6% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 11.37% | 148.36%-137.0pp | 122.05%-110.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,032 | $5,873-65.4% | $5,167-60.7% | $4,837-58.0% |
| Participant deferral / active EE | $4,884 | $6,356-23.2% | $5,568-12.3% | $6,341-23.0% |
| Admin fee / account holder | $286 | $19,811-98.6% | $16,237-98.2% | $12,309-97.7% |