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 | $42,931 | $209,411-79.5% | $178,490-75.9% | $158,922-73.0% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 12.69% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,445 | $5,706-57.2% | $5,011-51.2% | $4,761-48.7% |
| Participant deferral / active EE | $8,822 | $5,954+48.2% | $5,202+69.6% | $5,982+47.5% |
| Admin fee / account holder | $18 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |