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 | $95,081 | $159,602-40.4% | $150,045-36.6% | $142,382-33.2% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.3%+2.7pp | 80.1%+4.9pp |
| Annual return | 16.85% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,027 | $4,961-18.8% | $4,693-14.2% | $4,299-6.3% |
| Participant deferral / active EE | $7,941 | $8,310-4.4% | $7,997-0.7% | $6,507+22.0% |
| Admin fee / account holder | -$294 | $14,846-102.0% | $13,435-102.2% | $12,624-102.3% |