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 8-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 | $49,129 | $202,318-75.7% | $172,739-71.6% | $152,861-67.9% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 30.94% | 1029.65%-998.7pp | 802.84%-771.9pp | 345.32%-314.4pp |
| Employer contribution / active EE | $2,304 | $5,856-60.7% | $5,143-55.2% | $4,762-51.6% |
| Participant deferral / active EE | $4,472 | $5,948-24.8% | $5,198-14.0% | $5,850-23.6% |
| Admin fee / account holder | $275 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |