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 | $131,567 | $106,584+23.4% | $101,326+29.8% | $142,382-7.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 16.48% | 36.93%-20.4pp | 36.82%-20.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,095 | $3,956+28.8% | $3,665+39.0% | $4,299+18.5% |
| Participant deferral / active EE | $10,472 | $8,297+26.2% | $7,994+31.0% | $6,507+60.9% |
| Admin fee / account holder | $72 | $11,446-99.4% | $11,185-99.4% | $12,624-99.4% |