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 | $93,595 | $124,425-24.8% | $112,040-16.5% | $137,256-31.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.87% | 24.72%-3.8pp | 24.52%-3.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,311 | $3,411-2.9% | $2,954+12.1% | $4,156-20.3% |
| Participant deferral / active EE | $9,289 | $5,718+62.4% | $5,098+82.2% | $6,407+45.0% |
| Admin fee / account holder | $194 | $15,207-98.7% | $12,098-98.4% | $12,270-98.4% |