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 8-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 | $27,581 | $154,228-82.1% | $145,433-81.0% | $137,256-79.9% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 19.13% | 74.59%-55.5pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,807 | $4,804-62.4% | $4,554-60.3% | $4,156-56.5% |
| Participant deferral / active EE | $4,284 | $8,216-47.9% | $7,897-45.8% | $6,407-33.1% |
| Admin fee / account holder | $181 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |