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 | $90,135 | $175,202-48.6% | $149,673-39.8% | $139,434-35.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 21.60% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $12,076 | $5,474+120.6% | $4,818+150.7% | $4,751+154.2% |
| Participant deferral / active EE | $10,639 | $6,519+63.2% | $5,680+87.3% | $6,710+58.5% |
| Admin fee / account holder | $294 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |