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 | $28,951 | $105,126-72.5% | $94,646-69.4% | $139,434-79.2% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 12.43% | 38.03%-25.6pp | 156.71%-144.3pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,750 | $4,106-57.4% | $3,672-52.3% | $4,751-63.2% |
| Participant deferral / active EE | $6,428 | $7,599-15.4% | $7,418-13.3% | $6,710-4.2% |
| Admin fee / account holder | $189 | $8,984-97.9% | $7,231-97.4% | $11,403-98.3% |