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 3-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 | $70,769 | $178,174-60.3% | $156,181-54.7% | $137,256-48.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 24.06% | 84.19%-60.1pp | 64.87%-40.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $5,201 | $4,972+4.6% | $4,294+21.1% | $4,156+25.1% |
| Participant deferral / active EE | $15,242 | $6,888+121.3% | $6,132+148.6% | $6,407+137.9% |
| Admin fee / account holder | $152 | $17,404-99.1% | $14,586-99.0% | $12,270-98.8% |