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 3-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 | $30,645 | $154,228-80.1% | $145,433-78.9% | $137,256-77.7% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 29.46% | 74.59%-45.1pp | 66.58%-37.1pp | 220.34%-190.9pp |
| Employer contribution / active EE | $7,231 | $4,804+50.5% | $4,554+58.8% | $4,156+74.0% |
| Participant deferral / active EE | $9,831 | $8,216+19.7% | $7,897+24.5% | $6,407+53.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |