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 | $19,921 | $106,515-81.3% | $96,683-79.4% | $139,434-85.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 31.33% | 38.43%-7.1pp | 35.69%-4.4pp | 372.94%-341.6pp |
| Employer contribution / active EE | $4,458 | $4,103+8.7% | $3,737+19.3% | $4,751-6.2% |
| Participant deferral / active EE | $4,968 | $5,454-8.9% | $4,878+1.8% | $6,710-26.0% |
| Admin fee / account holder | $165 | $7,877-97.9% | $6,730-97.6% | $11,403-98.6% |