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 6-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 | $59,639 | $165,335-63.9% | $149,696-60.2% | $158,922-62.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 20.08% | 348.15%-328.1pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,955 | $5,103-42.1% | $4,644-36.4% | $4,761-37.9% |
| Participant deferral / active EE | $3,598 | $7,181-49.9% | $6,842-47.4% | $5,982-39.9% |
| Admin fee / account holder | $210 | $10,807-98.1% | $9,309-97.7% | $11,246-98.1% |