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 | $22,921 | $176,056-87.0% | $159,436-85.6% | $167,490-86.3% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 38.34% | 331.75%-293.4pp | 263.57%-225.2pp | 478.56%-440.2pp |
| Employer contribution / active EE | $3,030 | $5,297-42.8% | $4,829-37.3% | $4,837-37.4% |
| Participant deferral / active EE | $5,474 | $7,750-29.4% | $7,352-25.5% | $6,341-13.7% |
| Admin fee / account holder | $21 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |