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 | $41,627 | $121,625-65.8% | $104,607-60.2% | $158,922-73.8% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 28.16% | 465.26%-437.1pp | 340.46%-312.3pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,062 | $3,163-66.4% | $2,681-60.4% | $4,761-77.7% |
| Participant deferral / active EE | $8,185 | $4,177+95.9% | $3,740+118.9% | $5,982+36.8% |
| Admin fee / account holder | $123 | $7,787-98.4% | $6,473-98.1% | $11,246-98.9% |