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 8-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 | $110,062 | $209,832-47.5% | $189,513-41.9% | $167,490-34.3% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 21.32% | 748.27%-727.0pp | 555.15%-533.8pp | 478.56%-457.2pp |
| Employer contribution / active EE | $9,625 | $6,914+39.2% | $6,162+56.2% | $4,837+99.0% |
| Participant deferral / active EE | $11,100 | $8,935+24.2% | $8,221+35.0% | $6,341+75.0% |
| Admin fee / account holder | $92 | $14,293-99.4% | $12,045-99.2% | $12,309-99.3% |