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 | $98,085 | $210,648-53.4% | $177,989-44.9% | $145,922-32.8% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 15.44% | 385.86%-370.4pp | 294.48%-279.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,063 | $4,565-32.9% | $3,949-22.4% | $4,660-34.3% |
| Participant deferral / active EE | $1,730 | $6,958-75.1% | $6,276-72.4% | $6,688-74.1% |
| Admin fee / account holder | $30 | $12,013-99.8% | $10,363-99.7% | $13,397-99.8% |