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 | $37,185 | $104,974-64.6% | $95,585-61.1% | $142,382-73.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 14.76% | 210.33%-195.6pp | 38.56%-23.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,826 | $2,779-34.3% | $2,527-27.7% | $4,299-57.5% |
| Participant deferral / active EE | $5,503 | $4,352+26.4% | $4,023+36.8% | $6,507-15.4% |
| Admin fee / account holder | $181 | $6,386-97.2% | $6,127-97.0% | $12,624-98.6% |