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 | $46,030 | $209,832-78.1% | $189,513-75.7% | $167,490-72.5% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 52.36% | 748.27%-695.9pp | 555.15%-502.8pp | 478.56%-426.2pp |
| Employer contribution / active EE | $4,453 | $6,914-35.6% | $6,162-27.7% | $4,837-8.0% |
| Participant deferral / active EE | $7,869 | $8,935-11.9% | $8,221-4.3% | $6,341+24.1% |
| Admin fee / account holder | $26 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |