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 8-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 | $113,534 | $217,402-47.8% | $185,823-38.9% | $167,490-32.2% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 13.19% | 148.36%-135.2pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $5,284 | $5,873-10.0% | $5,167+2.3% | $4,837+9.2% |
| Participant deferral / active EE | $5,689 | $6,356-10.5% | $5,568+2.2% | $6,341-10.3% |
| Admin fee / account holder | $170 | $19,811-99.1% | $16,237-99.0% | $12,309-98.6% |