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 | $109,065 | $179,726-39.3% | $156,263-30.2% | $142,382-23.4% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 14.91% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,091 | $5,069+0.4% | $4,333+17.5% | $4,299+18.4% |
| Participant deferral / active EE | $8,545 | $6,956+22.9% | $6,158+38.8% | $6,507+31.3% |
| Admin fee / account holder | $98 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |