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 8-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 | $41,483 | $209,411-80.2% | $178,490-76.8% | $158,922-73.9% |
| Participation rate | 90.5% | 86.3%+4.1pp | 81.9%+8.6pp | 82.0%+8.5pp |
| Annual return | 31.51% | 188.75%-157.2pp | 151.07%-119.6pp | 302.83%-271.3pp |
| Employer contribution / active EE | $3,549 | $5,706-37.8% | $5,011-29.2% | $4,761-25.5% |
| Participant deferral / active EE | $2,987 | $5,954-49.8% | $5,202-42.6% | $5,982-50.1% |
| Admin fee / account holder | $175 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |