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 7-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 | $67,906 | $175,202-61.2% | $149,673-54.6% | $139,434-51.3% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 44.82% | 166.71%-121.9pp | 134.42%-89.6pp | 372.94%-328.1pp |
| Employer contribution / active EE | $10,099 | $5,474+84.5% | $4,818+109.6% | $4,751+112.6% |
| Participant deferral / active EE | $5,845 | $6,519-10.3% | $5,680+2.9% | $6,710-12.9% |
| Admin fee / account holder | $75 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |