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 | $41,600 | $176,056-76.4% | $159,436-73.9% | $167,490-75.2% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 40.90% | 331.75%-290.9pp | 263.57%-222.7pp | 478.56%-437.7pp |
| Employer contribution / active EE | $3,686 | $5,297-30.4% | $4,829-23.7% | $4,837-23.8% |
| Participant deferral / active EE | $10,075 | $7,750+30.0% | $7,352+37.0% | $6,341+58.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |