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 8-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 | $84,146 | $209,411-59.8% | $178,490-52.9% | $158,922-47.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 18.94% | 188.75%-169.8pp | 151.07%-132.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $4,883 | $5,706-14.4% | $5,011-2.5% | $4,761+2.6% |
| Participant deferral / active EE | $9,572 | $5,954+60.8% | $5,202+84.0% | $5,982+60.0% |
| Admin fee / account holder | $5 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |