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 | $33,927 | $165,335-79.5% | $149,696-77.3% | $158,922-78.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 23.39% | 348.15%-324.8pp | 276.60%-253.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $2,219 | $5,103-56.5% | $4,644-52.2% | $4,761-53.4% |
| Participant deferral / active EE | $8,484 | $7,181+18.1% | $6,842+24.0% | $5,982+41.8% |
| Admin fee / account holder | $122 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |