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 | $34,463 | $209,411-83.5% | $178,490-80.7% | $158,922-78.3% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 22.42% | 188.75%-166.3pp | 151.07%-128.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,313 | $5,706-59.5% | $5,011-53.8% | $4,761-51.4% |
| Participant deferral / active EE | $3,373 | $5,954-43.3% | $5,202-35.2% | $5,982-43.6% |
| Admin fee / account holder | $237 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |