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 | $37,923 | $112,096-66.2% | $95,952-60.5% | $158,922-76.1% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 10.35% | 171.09%-160.7pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,538 | $3,198-20.6% | $2,541-0.1% | $4,761-46.7% |
| Participant deferral / active EE | $4,468 | $4,784-6.6% | $4,167+7.2% | $5,982-25.3% |
| Admin fee / account holder | $232 | $10,130-97.7% | $6,795-96.6% | $11,246-97.9% |