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 | $141,952 | $107,452+32.1% | $91,541+55.1% | $142,382-0.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 20.89% | 22.06%-1.2pp | 20.50%+0.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $9,898 | $2,994+230.6% | $2,505+295.2% | $4,299+130.2% |
| Participant deferral / active EE | $21,676 | $4,754+355.9% | $4,008+440.8% | $6,507+233.1% |
| Admin fee / account holder | $274 | $8,834-96.9% | $6,956-96.1% | $12,624-97.8% |