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 | $24,486 | $165,335-85.2% | $149,696-83.6% | $158,922-84.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 24.38% | 348.15%-323.8pp | 276.60%-252.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,921 | $5,103-62.3% | $4,644-58.6% | $4,761-59.6% |
| Participant deferral / active EE | $5,556 | $7,181-22.6% | $6,842-18.8% | $5,982-7.1% |
| Admin fee / account holder | $260 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |