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 | $46,714 | $124,281-62.4% | $109,143-57.2% | $167,490-72.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 15.60% | 26.04%-10.4pp | 25.75%-10.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $11,134 | $4,207+164.6% | $3,722+199.2% | $4,837+130.2% |
| Participant deferral / active EE | $7,018 | $5,255+33.6% | $4,653+50.8% | $6,341+10.7% |
| Admin fee / account holder | $214 | $7,970-97.3% | $6,752-96.8% | $12,309-98.3% |