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 10-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 | $42,666 | $175,202-75.6% | $149,673-71.5% | $139,434-69.4% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 23.62% | 166.71%-143.1pp | 134.42%-110.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $8,246 | $5,474+50.6% | $4,818+71.2% | $4,751+73.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $297 | $16,150-98.2% | $13,210-97.7% | $11,403-97.4% |