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 | $33,484 | $198,466-83.1% | $170,442-80.4% | $147,584-77.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 26.18% | 257.29%-231.1pp | 205.93%-179.8pp | 578.55%-552.4pp |
| Employer contribution / active EE | $5,688 | $6,184-8.0% | $5,433+4.7% | $4,876+16.6% |
| Participant deferral / active EE | $3,240 | $5,629-42.4% | $4,939-34.4% | $5,439-40.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |