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 | $35,727 | $177,572-79.9% | $154,803-76.9% | $142,382-74.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.84% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,312 | $4,810-72.7% | $4,305-69.5% | $4,299-69.5% |
| Participant deferral / active EE | $5,102 | $6,272-18.7% | $5,540-7.9% | $6,507-21.6% |
| Admin fee / account holder | $237 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |