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 7-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 | $55,280 | $114,381-51.7% | $107,525-48.6% | $142,382-61.2% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 13.75% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,827 | $4,015-54.5% | $3,754-51.3% | $4,299-57.5% |
| Participant deferral / active EE | $5,877 | $5,564+5.6% | $5,116+14.9% | $6,507-9.7% |
| Admin fee / account holder | $279 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |