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 | $52,499 | $175,202-70.0% | $149,673-64.9% | $139,434-62.3% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.40% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,774 | $5,474-67.6% | $4,818-63.2% | $4,751-62.7% |
| Participant deferral / active EE | $8,099 | $6,519+24.2% | $5,680+42.6% | $6,710+20.7% |
| Admin fee / account holder | $113 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |