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 | $45,049 | $107,334-58.0% | $92,893-51.5% | $152,861-70.5% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 21.10% | 145.58%-124.5pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,717 | $4,221-11.9% | $3,653+1.8% | $4,762-21.9% |
| Participant deferral / active EE | $8,876 | $4,845+83.2% | $4,236+109.5% | $5,850+51.7% |
| Admin fee / account holder | $261 | $7,079-96.3% | $5,794-95.5% | $11,596-97.7% |