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 | $95,264 | $185,822-48.7% | $169,993-44.0% | $139,434-31.7% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 20.64% | 60.50%-39.9pp | 53.37%-32.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,108 | $7,590-45.9% | $6,785-39.5% | $4,751-13.5% |
| Participant deferral / active EE | $8,476 | $11,622-27.1% | $10,408-18.6% | $6,710+26.3% |
| Admin fee / account holder | $69 | $15,381-99.6% | $12,815-99.5% | $11,403-99.4% |