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 | $76,477 | $172,111-55.6% | $150,298-49.1% | $137,256-44.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 37.82% | 69.37%-31.6pp | 62.79%-25.0pp | 220.34%-182.5pp |
| Employer contribution / active EE | $1,081 | $4,636-76.7% | $4,154-74.0% | $4,156-74.0% |
| Participant deferral / active EE | $1,647 | $6,166-73.3% | $5,453-69.8% | $6,407-74.3% |
| Admin fee / account holder | $67 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |