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 | $55,340 | $124,281-55.5% | $109,143-49.3% | $167,490-67.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 15.79% | 26.04%-10.2pp | 25.75%-10.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $9,800 | $4,207+132.9% | $3,722+163.3% | $4,837+102.6% |
| Participant deferral / active EE | $14,340 | $5,255+172.9% | $4,653+208.2% | $6,341+126.1% |
| Admin fee / account holder | $261 | $7,970-96.7% | $6,752-96.1% | $12,309-97.9% |