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 | $34,338 | $165,984-79.3% | $164,813-79.2% | $145,922-76.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 19.90% | 100.03%-80.1pp | 69.93%-50.0pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,565 | $5,273-51.4% | $4,341-40.9% | $4,660-44.9% |
| Participant deferral / active EE | $6,598 | $6,959-5.2% | $6,031+9.4% | $6,688-1.3% |
| Admin fee / account holder | $217 | $16,648-98.7% | $12,690-98.3% | $13,397-98.4% |