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 4-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 | $67,111 | $159,602-58.0% | $150,045-55.3% | $142,382-52.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 22.62% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $5,312 | $4,961+7.1% | $4,693+13.2% | $4,299+23.6% |
| Participant deferral / active EE | $13,931 | $8,310+67.6% | $7,997+74.2% | $6,507+114.1% |
| Admin fee / account holder | $124 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |