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 | $31,305 | $202,318-84.5% | $172,739-81.9% | $152,861-79.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 20.10% | 1029.65%-1009.6pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,816 | $5,856-51.9% | $5,143-45.2% | $4,762-40.9% |
| Participant deferral / active EE | $5,493 | $5,948-7.7% | $5,198+5.7% | $5,850-6.1% |
| Admin fee / account holder | $255 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |