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 | $43,019 | $176,056-75.6% | $159,436-73.0% | $167,490-74.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.21% | 331.75%-313.5pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,953 | $5,297-63.1% | $4,829-59.6% | $4,837-59.6% |
| Participant deferral / active EE | $9,706 | $7,750+25.2% | $7,352+32.0% | $6,341+53.1% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |