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 7-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 | $110,852 | $217,402-49.0% | $185,823-40.3% | $167,490-33.8% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 14.57% | 148.36%-133.8pp | 122.05%-107.5pp | 478.56%-464.0pp |
| Employer contribution / active EE | $3,527 | $5,873-40.0% | $5,167-31.8% | $4,837-27.1% |
| Participant deferral / active EE | $7,400 | $6,356+16.4% | $5,568+32.9% | $6,341+16.7% |
| Admin fee / account holder | $192 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |