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 6-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 | $97,300 | $201,272-51.7% | $184,203-47.2% | $145,922-33.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 28.35% | 29.00%-0.7pp | 28.81%-0.5pp | 561.29%-532.9pp |
| Employer contribution / active EE | $7,713 | $7,022+9.8% | $6,427+20.0% | $4,660+65.5% |
| Participant deferral / active EE | $10,920 | $9,806+11.4% | $9,131+19.6% | $6,688+63.3% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |