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 | $158,398-67.4% | $126,539-59.2% | $142,382-63.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 16.77% | 593.76%-577.0pp | 425.95%-409.2pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,226 | $4,650-73.6% | $3,674-66.6% | $4,299-71.5% |
| Participant deferral / active EE | $4,398 | $4,767-7.7% | $4,083+7.7% | $6,507-32.4% |
| Admin fee / account holder | $190 | $6,918-97.2% | $6,065-96.9% | $12,624-98.5% |