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 | $115,587 | $148,534-22.2% | $135,903-14.9% | $139,434-17.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.04% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $7,979 | $5,243+52.2% | $4,856+64.3% | $4,751+68.0% |
| Participant deferral / active EE | $6,931 | $8,100-14.4% | $7,758-10.7% | $6,710+3.3% |
| Admin fee / account holder | $82 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |