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 | $83,690 | $133,922-37.5% | $116,228-28.0% | $142,382-41.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 222.79% | 147.76%+75.0pp | 90.06%+132.7pp | 217.08%+5.7pp |
| Employer contribution / active EE | $2,220 | $3,446-35.6% | $2,994-25.9% | $4,299-48.4% |
| Participant deferral / active EE | $5,770 | $5,672+1.7% | $4,953+16.5% | $6,507-11.3% |
| Admin fee / account holder | $267 | $14,945-98.2% | $11,989-97.8% | $12,624-97.9% |