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 9-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 | $19,756 | $101,069-80.5% | $81,478-75.8% | $147,584-86.6% |
| Participation rate | 76.9% | 74.5%+2.5pp | 68.0%+9.0pp | 82.8%-5.9pp |
| Annual return | 18.80% | 32.40%-13.6pp | 38.78%-20.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,776 | $3,205-44.6% | $2,568-30.8% | $4,876-63.6% |
| Participant deferral / active EE | $5,451 | $4,242+28.5% | $3,537+54.1% | $5,439+0.2% |
| Admin fee / account holder | $283 | $5,812-95.1% | $4,561-93.8% | $10,885-97.4% |