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 6-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 | $114,688 | $177,572-35.4% | $154,803-25.9% | $142,382-19.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 20.42% | 65.07%-44.6pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,194 | $4,810-54.4% | $4,305-49.1% | $4,299-49.0% |
| Participant deferral / active EE | $4,852 | $6,272-22.6% | $5,540-12.4% | $6,507-25.4% |
| Admin fee / account holder | $123 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |