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 | $89,526 | $94,752-5.5% | $112,887-20.7% | $139,434-35.8% |
| Participation rate | 80.0% | 81.3%-1.3pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 22.63% | 40.88%-18.3pp | 34.10%-11.5pp | 372.94%-350.3pp |
| Employer contribution / active EE | $13,086 | $4,625+182.9% | $4,563+186.8% | $4,751+175.4% |
| Participant deferral / active EE | $8,079 | $6,512+24.1% | $6,513+24.0% | $6,710+20.4% |
| Admin fee / account holder | $20 | $8,527-99.8% | $7,047-99.7% | $11,403-99.8% |