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 | $78,249 | $109,413-28.5% | $156,263-49.9% | $84,808-7.7% |
| Participation rate | 90.6% | 72.7%+17.9pp | 78.9%+11.7pp | 68.3%+22.3pp |
| Annual return | 19.38% | 20.18%-0.8pp | 59.47%-40.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $7,583 | $2,907+160.8% | $4,333+75.0% | $2,631+188.2% |
| Participant deferral / active EE | $6,163 | $4,590+34.3% | $6,158+0.1% | $4,212+46.3% |
| Admin fee / account holder | $243 | $9,357-97.4% | $14,255-98.3% | $7,344-96.7% |