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 | $90,926 | $176,056-48.4% | $159,436-43.0% | $167,490-45.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 16.86% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,888 | $5,297-64.4% | $4,829-60.9% | $4,837-61.0% |
| Participant deferral / active EE | $8,970 | $7,750+15.7% | $7,352+22.0% | $6,341+41.5% |
| Admin fee / account holder | $56 | $12,554-99.6% | $10,799-99.5% | $12,309-99.5% |