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 4-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 | $89,505 | $159,602-43.9% | $150,045-40.3% | $142,382-37.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 26.48% | 70.24%-43.8pp | 62.55%-36.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $8,124 | $4,961+63.8% | $4,693+73.1% | $4,299+89.0% |
| Participant deferral / active EE | $16,646 | $8,310+100.3% | $7,997+108.2% | $6,507+155.8% |
| Admin fee / account holder | $95 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |