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 | $26,470 | $157,256-83.2% | $141,162-81.2% | $152,861-82.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 23.55% | 64.32%-40.8pp | 71.39%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,495 | $5,261-33.6% | $4,735-26.2% | $4,762-26.6% |
| Participant deferral / active EE | $6,039 | $7,109-15.1% | $6,709-10.0% | $5,850+3.2% |
| Admin fee / account holder | $210 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |