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 7-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 | $37,979 | $176,056-78.4% | $159,436-76.2% | $167,490-77.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 16.83% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $3,639 | $5,297-31.3% | $4,829-24.6% | $4,837-24.8% |
| Participant deferral / active EE | $7,634 | $7,750-1.5% | $7,352+3.8% | $6,341+20.4% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |