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 | $172,111-43.8% | $150,298-35.6% | $137,256-29.5% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.02% | 69.37%-54.3pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $5,130 | $4,636+10.7% | $4,154+23.5% | $4,156+23.4% |
| Participant deferral / active EE | $8,451 | $6,166+37.1% | $5,453+55.0% | $6,407+31.9% |
| Admin fee / account holder | $42 | $16,471-99.7% | $14,116-99.7% | $12,270-99.7% |