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 4-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 | $31,308 | $117,983-73.5% | $101,794-69.2% | $142,382-78.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 20.74% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,809 | $2,773+1.3% | $2,289+22.7% | $4,299-34.7% |
| Participant deferral / active EE | $3,451 | $4,714-26.8% | $4,084-15.5% | $6,507-47.0% |
| Admin fee / account holder | $255 | $10,433-97.6% | $8,777-97.1% | $12,624-98.0% |