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 | $36,299 | $209,411-82.7% | $178,490-79.7% | $158,922-77.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 20.47% | 188.75%-168.3pp | 151.07%-130.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $8,033 | $5,706+40.8% | $5,011+60.3% | $4,761+68.7% |
| Participant deferral / active EE | $4,079 | $5,954-31.5% | $5,202-21.6% | $5,982-31.8% |
| Admin fee / account holder | $144 | $17,074-99.2% | $13,984-99.0% | $11,246-98.7% |