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 | $47,984 | $209,411-77.1% | $178,490-73.1% | $158,922-69.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.29% | 188.75%-169.5pp | 151.07%-131.8pp | 302.83%-283.5pp |
| Employer contribution / active EE | $4,796 | $5,706-16.0% | $5,011-4.3% | $4,761+0.7% |
| Participant deferral / active EE | $8,023 | $5,954+34.7% | $5,202+54.2% | $5,982+34.1% |
| Admin fee / account holder | $161 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |