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 3-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 | $68,275 | $109,904-37.9% | $97,167-29.7% | $145,959-53.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 14.81% | 243.43%-228.6pp | 75.27%-60.5pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,839 | $3,084-8.0% | $2,729+4.0% | $4,661-39.1% |
| Participant deferral / active EE | $15,240 | $4,676+225.9% | $4,264+257.5% | $6,689+127.9% |
| Admin fee / account holder | $159 | $6,216-97.4% | $5,650-97.2% | $13,398-98.8% |