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 | $40,128 | $154,228-74.0% | $145,433-72.4% | $137,256-70.8% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 19.40% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,848 | $4,804-40.7% | $4,554-37.5% | $4,156-31.5% |
| Participant deferral / active EE | $6,506 | $8,216-20.8% | $7,897-17.6% | $6,407+1.6% |
| Admin fee / account holder | $285 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |