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 | $22,801 | $138,065-83.5% | $123,544-81.5% | $135,375-83.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 3.81% | 153.68%-149.9pp | 119.20%-115.4pp | 519.73%-515.9pp |
| Employer contribution / active EE | $2,285 | $5,151-55.6% | $4,628-50.6% | $4,779-52.2% |
| Participant deferral / active EE | $7,097 | $6,799+4.4% | $6,426+10.4% | $5,609+26.5% |
| Admin fee / account holder | $21 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |