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 3-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 | $32,469 | $159,602-79.7% | $150,045-78.4% | $142,382-77.2% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 25.08% | 70.24%-45.2pp | 62.55%-37.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $3,658 | $4,961-26.3% | $4,693-22.1% | $4,299-14.9% |
| Participant deferral / active EE | $7,220 | $8,310-13.1% | $7,997-9.7% | $6,507+11.0% |
| Admin fee / account holder | $177 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |