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 | $46,095 | $202,432-77.2% | $169,368-72.8% | $139,434-66.9% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 19.94% | 531.74%-511.8pp | 405.60%-385.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $859 | $4,692-81.7% | $4,013-78.6% | $4,751-81.9% |
| Participant deferral / active EE | $4,367 | $6,938-37.1% | $6,221-29.8% | $6,710-34.9% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |