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 | $102,331 | $159,934-36.0% | $147,005-30.4% | $145,959-29.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.99% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $7,911 | $5,287+49.6% | $4,934+60.3% | $4,661+69.7% |
| Participant deferral / active EE | $17,554 | $8,427+108.3% | $8,070+117.5% | $6,689+162.4% |
| Admin fee / account holder | $75 | $15,053-99.5% | $13,006-99.4% | $13,398-99.4% |