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 6-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 | $15,359 | $114,047-86.5% | $96,139-84.0% | $167,490-90.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 17.84% | 189.88%-172.0pp | 191.94%-174.1pp | 478.56%-460.7pp |
| Employer contribution / active EE | $3,121 | $3,427-8.9% | $2,797+11.6% | $4,837-35.5% |
| Participant deferral / active EE | $3,763 | $5,194-27.5% | $4,349-13.5% | $6,341-40.7% |
| Admin fee / account holder | $88 | $6,897-98.7% | $5,537-98.4% | $12,309-99.3% |