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 | $10,644 | $88,751-88.0% | $81,812-87.0% | $145,922-92.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 22.69% | 1025.40%-1002.7pp | 773.79%-751.1pp | 561.29%-538.6pp |
| Employer contribution / active EE | $4,695 | $3,083+52.3% | $2,912+61.2% | $4,660+0.8% |
| Participant deferral / active EE | $5,105 | $4,643+9.9% | $4,319+18.2% | $6,688-23.7% |
| Admin fee / account holder | $286 | $8,415-96.6% | $7,386-96.1% | $13,397-97.9% |