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 6-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 | $35,231 | $217,402-83.8% | $185,823-81.0% | $167,490-79.0% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 20.52% | 148.36%-127.8pp | 122.05%-101.5pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,730 | $5,873-70.5% | $5,167-66.5% | $4,837-64.2% |
| Participant deferral / active EE | $6,536 | $6,356+2.8% | $5,568+17.4% | $6,341+3.1% |
| Admin fee / account holder | $2 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |