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 | $25,257 | $157,256-83.9% | $141,162-82.1% | $152,861-83.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 32.98% | 64.32%-31.3pp | 71.39%-38.4pp | 345.32%-312.3pp |
| Employer contribution / active EE | $4,356 | $5,261-17.2% | $4,735-8.0% | $4,762-8.5% |
| Participant deferral / active EE | $7,533 | $7,109+6.0% | $6,709+12.3% | $5,850+28.8% |
| Admin fee / account holder | $115 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |