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 | $47,510 | $179,726-73.6% | $156,263-69.6% | $142,382-66.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 16.84% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,877 | $5,069-63.0% | $4,333-56.7% | $4,299-56.4% |
| Participant deferral / active EE | $7,080 | $6,956+1.8% | $6,158+15.0% | $6,507+8.8% |
| Admin fee / account holder | $238 | $17,272-98.6% | $14,255-98.3% | $12,624-98.1% |