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 | $55,470 | $177,572-68.8% | $154,803-64.2% | $142,382-61.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.91% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,354 | $4,810-9.5% | $4,305+1.1% | $4,299+1.3% |
| Participant deferral / active EE | $6,687 | $6,272+6.6% | $5,540+20.7% | $6,507+2.8% |
| Admin fee / account holder | $63 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |