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 | $120,160 | $159,602-24.7% | $150,045-19.9% | $142,382-15.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 23.72% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $3,716 | $4,961-25.1% | $4,693-20.8% | $4,299-13.6% |
| Participant deferral / active EE | $13,123 | $8,310+57.9% | $7,997+64.1% | $6,507+101.7% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |