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 | $31,642 | $157,256-79.9% | $141,162-77.6% | $152,861-79.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 18.59% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,249 | $5,261-57.3% | $4,735-52.5% | $4,762-52.8% |
| Participant deferral / active EE | $4,863 | $7,109-31.6% | $6,709-27.5% | $5,850-16.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |