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 | $33,422 | $177,572-81.2% | $154,803-78.4% | $142,382-76.5% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.1%-0.8pp | 80.1%-2.8pp |
| Annual return | 31.13% | 65.07%-33.9pp | 58.88%-27.8pp | 217.08%-185.9pp |
| Employer contribution / active EE | $4,822 | $4,810+0.2% | $4,305+12.0% | $4,299+12.2% |
| Participant deferral / active EE | $3,370 | $6,272-46.3% | $5,540-39.2% | $6,507-48.2% |
| Admin fee / account holder | $215 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |