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 | $96,569 | $154,228-37.4% | $145,433-33.6% | $137,256-29.6% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 20.00% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $7,832 | $4,804+63.0% | $4,554+72.0% | $4,156+88.4% |
| Participant deferral / active EE | $14,736 | $8,216+79.3% | $7,897+86.6% | $6,407+130.0% |
| Admin fee / account holder | $269 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |