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 9-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 | $39,834 | $175,202-77.3% | $149,673-73.4% | $139,434-71.4% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 14.95% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,954 | $5,474-9.5% | $4,818+2.8% | $4,751+4.3% |
| Participant deferral / active EE | $4,269 | $6,519-34.5% | $5,680-24.8% | $6,710-36.4% |
| Admin fee / account holder | $277 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |