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 | $79,774 | $148,534-46.3% | $135,903-41.3% | $139,434-42.8% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 22.19% | 79.19%-57.0pp | 68.23%-46.0pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,718 | $5,243-67.2% | $4,856-64.6% | $4,751-63.8% |
| Participant deferral / active EE | $4,969 | $8,100-38.7% | $7,758-35.9% | $6,710-25.9% |
| Admin fee / account holder | $101 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |