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 | $33,865 | $154,117-78.0% | $129,995-73.9% | $139,434-75.7% |
| Participation rate | 81.3% | 82.0%-0.7pp | 78.5%+2.8pp | 80.3%+0.9pp |
| Annual return | 25.80% | 32.48%-6.7pp | -137.18%+163.0pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,039 | $5,289-61.5% | $4,320-52.8% | $4,751-57.1% |
| Participant deferral / active EE | $5,129 | $6,710-23.6% | $5,820-11.9% | $6,710-23.6% |
| Admin fee / account holder | $19 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |