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 | $59,669 | $175,202-65.9% | $149,673-60.1% | $139,434-57.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.48% | 166.71%-154.2pp | 134.42%-121.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $4,941 | $5,474-9.7% | $4,818+2.6% | $4,751+4.0% |
| Participant deferral / active EE | $11,503 | $6,519+76.5% | $5,680+102.5% | $6,710+71.4% |
| Admin fee / account holder | $298 | $16,150-98.2% | $13,210-97.7% | $11,403-97.4% |