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 | $29,137 | $157,256-81.5% | $141,162-79.4% | $152,861-80.9% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 26.33% | 64.32%-38.0pp | 71.39%-45.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $8,996 | $5,261+71.0% | $4,735+90.0% | $4,762+88.9% |
| Participant deferral / active EE | $4,124 | $7,109-42.0% | $6,709-38.5% | $5,850-29.5% |
| Admin fee / account holder | $246 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |