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 | $20,777 | $177,572-88.3% | $154,803-86.6% | $142,382-85.4% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 15.32% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,341 | $4,810-9.8% | $4,305+0.8% | $4,299+1.0% |
| Participant deferral / active EE | $4,769 | $6,272-24.0% | $5,540-13.9% | $6,507-26.7% |
| Admin fee / account holder | $297 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |