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 | $46,379 | $176,056-73.7% | $159,436-70.9% | $167,490-72.3% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.91% | 331.75%-316.8pp | 263.57%-248.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,473 | $5,297-72.2% | $4,829-69.5% | $4,837-69.5% |
| Participant deferral / active EE | $6,246 | $7,750-19.4% | $7,352-15.0% | $6,341-1.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |