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 | $95,266-13.7% | $82,389-0.3% | $142,382-42.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 16.18% | 25.74%-9.6pp | 28.67%-12.5pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,528 | $2,991+17.9% | $2,517+40.2% | $4,299-17.9% |
| Participant deferral / active EE | $8,968 | $4,809+86.5% | $4,155+115.9% | $6,507+37.8% |
| Admin fee / account holder | $84 | $8,563-99.0% | $7,231-98.8% | $12,624-99.3% |