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 5-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 | $49,345 | $102,604-51.9% | $86,188-42.7% | $139,434-64.6% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.0%+13.4pp | 80.3%+2.0pp |
| Annual return | 19.78% | 1922.51%-1902.7pp | 1168.45%-1148.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $3,115 | $3,032+2.7% | $2,380+30.9% | $4,751-34.4% |
| Participant deferral / active EE | $4,749 | $4,676+1.6% | $3,985+19.2% | $6,710-29.2% |
| Admin fee / account holder | $21 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |