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 | $119,720 | $201,272-40.5% | $184,203-35.0% | $145,922-18.0% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 13.59% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $7,171 | $7,022+2.1% | $6,427+11.6% | $4,660+53.9% |
| Participant deferral / active EE | $11,657 | $9,806+18.9% | $9,131+27.7% | $6,688+74.3% |
| Admin fee / account holder | $92 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |