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 | $32,520 | $202,318-83.9% | $172,739-81.2% | $152,861-78.7% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 36.28% | 1029.65%-993.4pp | 802.84%-766.6pp | 345.32%-309.0pp |
| Employer contribution / active EE | $7,272 | $5,856+24.2% | $5,143+41.4% | $4,762+52.7% |
| Participant deferral / active EE | $5,448 | $5,948-8.4% | $5,198+4.8% | $5,850-6.9% |
| Admin fee / account holder | $110 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |