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 | $43,441 | $177,572-75.5% | $154,803-71.9% | $142,382-69.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.34% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,399 | $4,810-70.9% | $4,305-67.5% | $4,299-67.5% |
| Participant deferral / active EE | $2,378 | $6,272-62.1% | $5,540-57.1% | $6,507-63.5% |
| Admin fee / account holder | $282 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |