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 | $75,542 | $177,572-57.5% | $154,803-51.2% | $142,382-46.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.46% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,869 | $4,810-61.1% | $4,305-56.6% | $4,299-56.5% |
| Participant deferral / active EE | $2,611 | $6,272-58.4% | $5,540-52.9% | $6,507-59.9% |
| Admin fee / account holder | $286 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |