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 | $44,603 | $209,411-78.7% | $178,490-75.0% | $158,922-71.9% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 27.05% | 188.75%-161.7pp | 151.07%-124.0pp | 302.83%-275.8pp |
| Employer contribution / active EE | $2,645 | $5,706-53.7% | $5,011-47.2% | $4,761-44.5% |
| Participant deferral / active EE | $6,825 | $5,954+14.6% | $5,202+31.2% | $5,982+14.1% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |