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 | $115,707 | $217,402-46.8% | $185,823-37.7% | $167,490-30.9% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 17.55% | 148.36%-130.8pp | 122.05%-104.5pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,679 | $5,873-71.4% | $5,167-67.5% | $4,837-65.3% |
| Participant deferral / active EE | $5,390 | $6,356-15.2% | $5,568-3.2% | $6,341-15.0% |
| Admin fee / account holder | $5 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |