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 | $48,889 | $165,335-70.4% | $149,696-67.3% | $158,922-69.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.45% | 348.15%-330.7pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,073 | $5,103-79.0% | $4,644-76.9% | $4,761-77.5% |
| Participant deferral / active EE | $4,186 | $7,181-41.7% | $6,842-38.8% | $5,982-30.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |