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 | $45,320 | $202,318-77.6% | $172,739-73.8% | $152,861-70.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 20.92% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,438 | $5,856-41.3% | $5,143-33.1% | $4,762-27.8% |
| Participant deferral / active EE | $7,885 | $5,948+32.6% | $5,198+51.7% | $5,850+34.8% |
| Admin fee / account holder | $291 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |