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 | $25,435 | $148,534-82.9% | $135,903-81.3% | $139,434-81.8% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 20.87% | 79.19%-58.3pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $4,756 | $5,243-9.3% | $4,856-2.1% | $4,751+0.1% |
| Participant deferral / active EE | $7,458 | $8,100-7.9% | $7,758-3.9% | $6,710+11.1% |
| Admin fee / account holder | $175 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |