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 | $45,806 | $175,202-73.9% | $149,673-69.4% | $139,434-67.1% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 30.47% | 166.71%-136.2pp | 134.42%-103.9pp | 372.94%-342.5pp |
| Employer contribution / active EE | $3,456 | $5,474-36.9% | $4,818-28.3% | $4,751-27.2% |
| Participant deferral / active EE | $8,394 | $6,519+28.8% | $5,680+47.8% | $6,710+25.1% |
| Admin fee / account holder | $163 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |