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 | $79,376 | $112,729-29.6% | $98,716-19.6% | $137,256-42.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 17.71% | 38.48%-20.8pp | 31.81%-14.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,780 | $2,725+2.0% | $2,279+22.0% | $4,156-33.1% |
| Participant deferral / active EE | $7,102 | $4,640+53.1% | $4,048+75.5% | $6,407+10.9% |
| Admin fee / account holder | $105 | $10,129-99.0% | $8,703-98.8% | $12,270-99.1% |