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 | $82,182 | $87,166-5.7% | $76,735+7.1% | $137,256-40.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 16.18% | 26.50%-10.3pp | 29.77%-13.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,528 | $2,904+21.5% | $2,454+43.7% | $4,156-15.1% |
| Participant deferral / active EE | $8,968 | $4,726+89.8% | $4,088+119.4% | $6,407+40.0% |
| Admin fee / account holder | $84 | $8,403-99.0% | $7,189-98.8% | $12,270-99.3% |