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 6-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 | $62,927 | $185,822-66.1% | $169,993-63.0% | $139,434-54.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 16.76% | 60.50%-43.7pp | 53.37%-36.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $17,037 | $7,590+124.5% | $6,785+151.1% | $4,751+258.6% |
| Participant deferral / active EE | $11,127 | $11,622-4.3% | $10,408+6.9% | $6,710+65.8% |
| Admin fee / account holder | $237 | $15,381-98.5% | $12,815-98.1% | $11,403-97.9% |