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 7-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 | $120,255 | $183,519-34.5% | $155,509-22.7% | $145,922-17.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.55% | 61.17%-41.6pp | 64.67%-45.1pp | 561.29%-541.7pp |
| Employer contribution / active EE | $5,370 | $5,313+1.1% | $4,672+14.9% | $4,660+15.2% |
| Participant deferral / active EE | $9,114 | $6,462+41.0% | $5,626+62.0% | $6,688+36.3% |
| Admin fee / account holder | $13 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |