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 | $63,290 | $209,336-69.8% | $197,124-67.9% | $137,256-53.9% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 28.16% | 48.09%-19.9pp | 44.34%-16.2pp | 220.34%-192.2pp |
| Employer contribution / active EE | $6,584 | $6,591-0.1% | $6,227+5.7% | $4,156+58.4% |
| Participant deferral / active EE | $13,066 | $9,614+35.9% | $9,135+43.0% | $6,407+103.9% |
| Admin fee / account holder | $59 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |