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 | $66,800 | $209,411-68.1% | $178,490-62.6% | $158,922-58.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 20.22% | 188.75%-168.5pp | 151.07%-130.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,637 | $5,706-53.8% | $5,011-47.4% | $4,761-44.6% |
| Participant deferral / active EE | $6,731 | $5,954+13.0% | $5,202+29.4% | $5,982+12.5% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |