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 | $63,816 | $179,726-64.5% | $156,263-59.2% | $142,382-55.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 16.24% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,603 | $5,069-68.4% | $4,333-63.0% | $4,299-62.7% |
| Participant deferral / active EE | $7,476 | $6,956+7.5% | $6,158+21.4% | $6,507+14.9% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |