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 | $151,102 | $214,378-29.5% | $200,582-24.7% | $142,382+6.1% |
| Participation rate | 76.9% | 87.4%-10.5pp | 86.9%-10.0pp | 80.1%-3.2pp |
| Annual return | 19.24% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,276 | $6,841+6.4% | $6,419+13.4% | $4,299+69.2% |
| Participant deferral / active EE | $13,974 | $9,865+41.7% | $9,331+49.8% | $6,507+114.7% |
| Admin fee / account holder | $171 | $17,692-99.0% | $16,305-99.0% | $12,624-98.6% |