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 | $43,221 | $175,202-75.3% | $149,673-71.1% | $139,434-69.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.41% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,853 | $5,474-47.9% | $4,818-40.8% | $4,751-40.0% |
| Participant deferral / active EE | $5,203 | $6,519-20.2% | $5,680-8.4% | $6,710-22.5% |
| Admin fee / account holder | $19 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |