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 | $50,899 | $176,056-71.1% | $159,436-68.1% | $167,490-69.6% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 16.88% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,133 | $5,297-59.7% | $4,829-55.8% | $4,837-55.9% |
| Participant deferral / active EE | $4,579 | $7,750-40.9% | $7,352-37.7% | $6,341-27.8% |
| Admin fee / account holder | $175 | $12,554-98.6% | $10,799-98.4% | $12,309-98.6% |