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 8-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 | $22,092 | $157,256-86.0% | $141,162-84.3% | $152,861-85.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 35.57% | 64.32%-28.8pp | 71.39%-35.8pp | 345.32%-309.7pp |
| Employer contribution / active EE | $4,980 | $5,261-5.3% | $4,735+5.2% | $4,762+4.6% |
| Participant deferral / active EE | $5,542 | $7,109-22.0% | $6,709-17.4% | $5,850-5.3% |
| Admin fee / account holder | $92 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |