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 | $91,416 | $209,411-56.3% | $178,490-48.8% | $158,922-42.5% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 13.12% | 188.75%-175.6pp | 151.07%-138.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $3,807 | $5,706-33.3% | $5,011-24.0% | $4,761-20.0% |
| Participant deferral / active EE | $2,857 | $5,954-52.0% | $5,202-45.1% | $5,982-52.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |