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 | $37,425 | $228,332-83.6% | $185,823-79.9% | $158,922-76.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 17.88% | 40.80%-22.9pp | 35.95%-18.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,680 | $6,415+50.9% | $5,632+71.9% | $5,982+61.8% |
| Admin fee / account holder | $157 | $11,864-98.7% | $9,500-98.3% | $11,246-98.6% |