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 8-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 | $24,399 | $112,096-78.2% | $95,952-74.6% | $158,922-84.6% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 32.74% | 171.09%-138.4pp | 91.61%-58.9pp | 302.83%-270.1pp |
| Employer contribution / active EE | $2,987 | $3,198-6.6% | $2,541+17.5% | $4,761-37.3% |
| Participant deferral / active EE | $5,212 | $4,784+9.0% | $4,167+25.1% | $5,982-12.9% |
| Admin fee / account holder | $95 | $10,130-99.1% | $6,795-98.6% | $11,246-99.2% |