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 | $39,480 | $202,318-80.5% | $172,739-77.1% | $152,861-74.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 23.82% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,312 | $5,856-77.6% | $5,143-74.5% | $4,762-72.4% |
| Participant deferral / active EE | $4,943 | $5,948-16.9% | $5,198-4.9% | $5,850-15.5% |
| Admin fee / account holder | $23 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |