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 | $36,427 | $165,335-78.0% | $149,696-75.7% | $158,922-77.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 19.19% | 348.15%-329.0pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,523 | $5,103-70.1% | $4,644-67.2% | $4,761-68.0% |
| Participant deferral / active EE | $5,756 | $7,181-19.9% | $6,842-15.9% | $5,982-3.8% |
| Admin fee / account holder | $115 | $10,807-98.9% | $9,309-98.8% | $11,246-99.0% |