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 6-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 | $36,888 | $165,335-77.7% | $149,696-75.4% | $158,922-76.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 37.89% | 348.15%-310.3pp | 276.60%-238.7pp | 302.83%-264.9pp |
| Employer contribution / active EE | $4,785 | $5,103-6.2% | $4,644+3.0% | $4,761+0.5% |
| Participant deferral / active EE | $8,341 | $7,181+16.2% | $6,842+21.9% | $5,982+39.4% |
| Admin fee / account holder | $154 | $10,807-98.6% | $9,309-98.3% | $11,246-98.6% |