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 | $145,914 | $209,411-30.3% | $178,490-18.3% | $158,922-8.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 26.53% | 188.75%-162.2pp | 151.07%-124.5pp | 302.83%-276.3pp |
| Employer contribution / active EE | $23,614 | $5,706+313.8% | $5,011+371.3% | $4,761+396.0% |
| Participant deferral / active EE | $17,332 | $5,954+191.1% | $5,202+233.2% | $5,982+189.7% |
| Admin fee / account holder | $83 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |