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 | $33,068 | $217,402-84.8% | $185,823-82.2% | $167,490-80.3% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 21.25% | 148.36%-127.1pp | 122.05%-100.8pp | 478.56%-457.3pp |
| Employer contribution / active EE | $4,070 | $5,873-30.7% | $5,167-21.2% | $4,837-15.9% |
| Participant deferral / active EE | $10,891 | $6,356+71.3% | $5,568+95.6% | $6,341+71.8% |
| Admin fee / account holder | $241 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |