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 | $31,010 | $209,411-85.2% | $178,490-82.6% | $158,922-80.5% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 25.65% | 188.75%-163.1pp | 151.07%-125.4pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,258 | $5,706-60.4% | $5,011-54.9% | $4,761-52.6% |
| Participant deferral / active EE | $4,116 | $5,954-30.9% | $5,202-20.9% | $5,982-31.2% |
| Admin fee / account holder | $19 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |