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 8-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 | $34,798 | $107,334-67.6% | $92,893-62.5% | $152,861-77.2% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 31.81% | 145.58%-113.8pp | 109.41%-77.6pp | 345.32%-313.5pp |
| Employer contribution / active EE | $11,596 | $4,221+174.7% | $3,653+217.5% | $4,762+143.5% |
| Participant deferral / active EE | $5,613 | $4,845+15.9% | $4,236+32.5% | $5,850-4.1% |
| Admin fee / account holder | $149 | $7,079-97.9% | $5,794-97.4% | $11,596-98.7% |