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 | $48,586 | $109,982-55.8% | $97,226-50.0% | $145,922-66.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 16.56% | 242.90%-226.3pp | 75.13%-58.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,056 | $3,084-0.9% | $2,729+12.0% | $4,660-34.4% |
| Participant deferral / active EE | $3,820 | $4,676-18.3% | $4,264-10.4% | $6,688-42.9% |
| Admin fee / account holder | $20 | $6,221-99.7% | $5,654-99.6% | $13,397-99.9% |