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 | $77,983 | $177,572-56.1% | $154,803-49.6% | $142,382-45.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.52% | 65.07%-46.5pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,890 | $4,810-60.7% | $4,305-56.1% | $4,299-56.0% |
| Participant deferral / active EE | $6,036 | $6,272-3.8% | $5,540+8.9% | $6,507-7.2% |
| Admin fee / account holder | $123 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |