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 10-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 | $134,037 | $183,519-27.0% | $155,509-13.8% | $145,922-8.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.56% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $5,791 | $5,313+9.0% | $4,672+23.9% | $4,660+24.3% |
| Participant deferral / active EE | $7,643 | $6,462+18.3% | $5,626+35.8% | $6,688+14.3% |
| Admin fee / account holder | $54 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |