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 | $95,546 | $179,726-46.8% | $156,263-38.9% | $142,382-32.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 19.67% | 77.86%-58.2pp | 59.47%-39.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,740 | $5,069-26.2% | $4,333-13.7% | $4,299-13.0% |
| Participant deferral / active EE | $7,825 | $6,956+12.5% | $6,158+27.1% | $6,507+20.2% |
| Admin fee / account holder | $197 | $17,272-98.9% | $14,255-98.6% | $12,624-98.4% |