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 | $70,134 | $209,336-66.5% | $197,124-64.4% | $137,256-48.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 22.96% | 48.09%-25.1pp | 44.34%-21.4pp | 220.34%-197.4pp |
| Employer contribution / active EE | $4,988 | $6,591-24.3% | $6,227-19.9% | $4,156+20.0% |
| Participant deferral / active EE | $12,136 | $9,614+26.2% | $9,135+32.9% | $6,407+89.4% |
| Admin fee / account holder | $247 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |