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 7-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 | $96,196 | $99,877-3.7% | $84,966+13.2% | $145,922-34.1% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 21.00% | 83.76%-62.8pp | 66.38%-45.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,110 | $3,231-34.7% | $2,727-22.6% | $4,660-54.7% |
| Participant deferral / active EE | $8,390 | $5,291+58.6% | $4,519+85.6% | $6,688+25.5% |
| Admin fee / account holder | $213 | $7,248-97.1% | $6,149-96.5% | $13,397-98.4% |