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 | $44,758 | $176,056-74.6% | $159,436-71.9% | $167,490-73.3% |
| Participation rate | 78.9% | 84.9%-6.0pp | 82.8%-3.9pp | 82.1%-3.2pp |
| Annual return | 14.47% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,914 | $5,297-45.0% | $4,829-39.7% | $4,837-39.8% |
| Participant deferral / active EE | $8,334 | $7,750+7.5% | $7,352+13.4% | $6,341+31.4% |
| Admin fee / account holder | $197 | $12,554-98.4% | $10,799-98.2% | $12,309-98.4% |