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 | $39,963 | $104,974-61.9% | $95,585-58.2% | $142,382-71.9% |
| Participation rate | 93.3% | 75.0%+18.4pp | 72.1%+21.3pp | 80.1%+13.2pp |
| Annual return | 16.27% | 210.33%-194.1pp | 38.56%-22.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,648 | $2,779-4.7% | $2,527+4.8% | $4,299-38.4% |
| Participant deferral / active EE | $5,456 | $4,352+25.4% | $4,023+35.6% | $6,507-16.2% |
| Admin fee / account holder | $299 | $6,386-95.3% | $6,127-95.1% | $12,624-97.6% |