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 | $107,488 | $148,534-27.6% | $135,903-20.9% | $139,434-22.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.66% | 79.19%-60.5pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,377 | $5,243-16.5% | $4,856-9.9% | $4,751-7.9% |
| Participant deferral / active EE | $14,145 | $8,100+74.6% | $7,758+82.3% | $6,710+110.8% |
| Admin fee / account holder | $223 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |