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 | $138,002 | $210,408-34.4% | $153,485-10.1% | $145,922-5.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.51% | 13.37%+2.1pp | 15.65%-0.1pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,977 | $6,048-67.3% | $5,039-60.8% | $4,660-57.6% |
| Participant deferral / active EE | $2,505 | $7,975-68.6% | $6,757-62.9% | $6,688-62.5% |
| Admin fee / account holder | $82 | $19,419-99.6% | $12,724-99.4% | $13,397-99.4% |