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 | $51,687 | $149,040-65.3% | $120,225-57.0% | $137,256-62.3% |
| Participation rate | 77.8% | 75.4%+2.4pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 16.77% | 605.68%-588.9pp | 439.23%-422.5pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,226 | $4,350-71.8% | $3,475-64.7% | $4,156-70.5% |
| Participant deferral / active EE | $4,398 | $4,655-5.5% | $3,999+10.0% | $6,407-31.4% |
| Admin fee / account holder | $190 | $6,348-97.0% | $5,696-96.7% | $12,270-98.4% |