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 9-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 | $160,445 | $149,679+7.2% | $117,039+37.1% | $147,584+8.7% |
| Participation rate | 71.4% | 83.5%-12.1pp | 77.2%-5.8pp | 82.8%-11.4pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $7,033 | $4,937+42.5% | $3,785+85.8% | $4,876+44.2% |
| Participant deferral / active EE | $4,716 | $4,912-4.0% | $3,929+20.0% | $5,439-13.3% |
| Admin fee / account holder | $61 | $7,856-99.2% | $5,974-99.0% | $10,885-99.4% |