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 | $183,592-57.5% | $155,567-49.8% | $145,959-46.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.10% | 61.24%-47.1pp | 64.74%-50.6pp | 561.95%-547.9pp |
| Employer contribution / active EE | $3,847 | $5,315-27.6% | $4,674-17.7% | $4,661-17.5% |
| Participant deferral / active EE | $7,081 | $6,464+9.5% | $5,628+25.8% | $6,689+5.9% |
| Admin fee / account holder | $165 | $19,318-99.1% | $15,916-99.0% | $13,398-98.8% |