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 | $96,787 | $177,572-45.5% | $154,803-37.5% | $142,382-32.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.02% | 65.07%-50.0pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,130 | $4,810+6.6% | $4,305+19.2% | $4,299+19.3% |
| Participant deferral / active EE | $8,451 | $6,272+34.7% | $5,540+52.5% | $6,507+29.9% |
| Admin fee / account holder | $42 | $16,786-99.7% | $14,329-99.7% | $12,624-99.7% |