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 | $153,029 | $209,336-26.9% | $197,124-22.4% | $137,256+11.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 19.93% | 48.09%-28.2pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $13,890 | $6,591+110.8% | $6,227+123.0% | $4,156+234.2% |
| Participant deferral / active EE | $18,614 | $9,614+93.6% | $9,135+103.8% | $6,407+190.5% |
| Admin fee / account holder | $154 | $17,308-99.1% | $16,298-99.1% | $12,270-98.7% |