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 10-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 | $63,418 | $202,318-68.7% | $172,739-63.3% | $152,861-58.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 23.67% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,401 | $5,856-76.1% | $5,143-72.8% | $4,762-70.6% |
| Participant deferral / active EE | $4,736 | $5,948-20.4% | $5,198-8.9% | $5,850-19.0% |
| Admin fee / account holder | $283 | $17,109-98.3% | $13,954-98.0% | $11,596-97.6% |