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 | $39,156 | $155,788-74.9% | $124,672-68.6% | $167,490-76.6% |
| Participation rate | 88.9% | 81.1%+7.8pp | 74.6%+14.3pp | 82.1%+6.8pp |
| Annual return | 14.99% | 17.97%-3.0pp | 5142.93%-5127.9pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,019 | $4,163-75.5% | $3,324-69.4% | $4,837-78.9% |
| Participant deferral / active EE | $5,421 | $5,673-4.4% | $4,614+17.5% | $6,341-14.5% |
| Admin fee / account holder | $282 | $9,531-97.0% | $7,493-96.2% | $12,309-97.7% |