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 3-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 | $117,521 | $154,228-23.8% | $145,433-19.2% | $137,256-14.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 61.63% | 74.59%-13.0pp | 66.58%-4.9pp | 220.34%-158.7pp |
| Employer contribution / active EE | $6,382 | $4,804+32.8% | $4,554+40.1% | $4,156+53.6% |
| Participant deferral / active EE | $17,850 | $8,216+117.3% | $7,897+126.0% | $6,407+178.6% |
| Admin fee / account holder | $117 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |