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 | $81,295 | $202,318-59.8% | $172,739-52.9% | $152,861-46.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 16.89% | 1029.65%-1012.8pp | 802.84%-785.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $7,029 | $5,856+20.0% | $5,143+36.7% | $4,762+47.6% |
| Participant deferral / active EE | $3,203 | $5,948-46.2% | $5,198-38.4% | $5,850-45.3% |
| Admin fee / account holder | $254 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |