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 | $53,952 | $124,185-56.6% | $108,410-50.2% | $167,490-67.8% |
| Participation rate | 81.8% | 82.3%-0.5pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 17.74% | 1379.64%-1361.9pp | 905.27%-887.5pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,270 | $4,187-45.8% | $3,558-36.2% | $4,837-53.1% |
| Participant deferral / active EE | $6,638 | $6,908-3.9% | $6,563+1.1% | $6,341+4.7% |
| Admin fee / account holder | $242 | $9,455-97.4% | $7,295-96.7% | $12,309-98.0% |