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 | $75,309 | $209,411-64.0% | $178,490-57.8% | $158,922-52.6% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 7.74% | 188.75%-181.0pp | 151.07%-143.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $6,784 | $5,706+18.9% | $5,011+35.4% | $4,761+42.5% |
| Participant deferral / active EE | $4,764 | $5,954-20.0% | $5,202-8.4% | $5,982-20.4% |
| Admin fee / account holder | $232 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |