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 | $20,536 | $175,202-88.3% | $149,673-86.3% | $139,434-85.3% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 30.78% | 166.71%-135.9pp | 134.42%-103.6pp | 372.94%-342.2pp |
| Employer contribution / active EE | $4,428 | $5,474-19.1% | $4,818-8.1% | $4,751-6.8% |
| Participant deferral / active EE | $4,953 | $6,519-24.0% | $5,680-12.8% | $6,710-26.2% |
| Admin fee / account holder | $37 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |