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 7-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 | $54,897 | $110,257-50.2% | $96,544-43.1% | $139,434-60.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 36.54% | 26.32%+10.2pp | 25.84%+10.7pp | 372.94%-336.4pp |
| Employer contribution / active EE | $1,388 | $3,620-61.7% | $2,965-53.2% | $4,751-70.8% |
| Participant deferral / active EE | $8,737 | $5,548+57.5% | $4,851+80.1% | $6,710+30.2% |
| Admin fee / account holder | $293 | $11,591-97.5% | $8,252-96.4% | $11,403-97.4% |