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 | $46,906 | $165,335-71.6% | $149,696-68.7% | $158,922-70.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 34.73% | 348.15%-313.4pp | 276.60%-241.9pp | 302.83%-268.1pp |
| Employer contribution / active EE | $7,313 | $5,103+43.3% | $4,644+57.5% | $4,761+53.6% |
| Participant deferral / active EE | $11,133 | $7,181+55.0% | $6,842+62.7% | $5,982+86.1% |
| Admin fee / account holder | $152 | $10,807-98.6% | $9,309-98.4% | $11,246-98.6% |