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 | $78,027 | $183,519-57.5% | $155,509-49.8% | $145,922-46.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.10% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,847 | $5,313-27.6% | $4,672-17.7% | $4,660-17.4% |
| Participant deferral / active EE | $7,081 | $6,462+9.6% | $5,626+25.9% | $6,688+5.9% |
| Admin fee / account holder | $165 | $19,313-99.1% | $15,912-99.0% | $13,397-98.8% |