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 | $131,131 | $183,519-28.5% | $155,509-15.7% | $145,922-10.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.31% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $5,040 | $5,313-5.1% | $4,672+7.9% | $4,660+8.2% |
| Participant deferral / active EE | $13,885 | $6,462+114.9% | $5,626+146.8% | $6,688+107.6% |
| Admin fee / account holder | $41 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |