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 5-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 | $36,803 | $183,519-79.9% | $155,509-76.3% | $145,922-74.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 22.36% | 61.17%-38.8pp | 64.67%-42.3pp | 561.29%-538.9pp |
| Employer contribution / active EE | $3,981 | $5,313-25.1% | $4,672-14.8% | $4,660-14.6% |
| Participant deferral / active EE | $5,390 | $6,462-16.6% | $5,626-4.2% | $6,688-19.4% |
| Admin fee / account holder | $299 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |