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 | $62,115 | $121,625-48.9% | $104,607-40.6% | $158,922-60.9% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 11.64% | 465.26%-453.6pp | 340.46%-328.8pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,939 | $3,163-7.1% | $2,681+9.7% | $4,761-38.3% |
| Participant deferral / active EE | $8,833 | $4,177+111.4% | $3,740+136.2% | $5,982+47.7% |
| Admin fee / account holder | $73 | $7,787-99.1% | $6,473-98.9% | $11,246-99.4% |