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 | $22,990 | $165,335-86.1% | $149,696-84.6% | $158,922-85.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 22.49% | 348.15%-325.7pp | 276.60%-254.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,286 | $5,103-55.2% | $4,644-50.8% | $4,761-52.0% |
| Participant deferral / active EE | $7,614 | $7,181+6.0% | $6,842+11.3% | $5,982+27.3% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |