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 10-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 | $83,974 | $73,933+13.6% | $96,683-13.1% | $75,163+11.7% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 19.30% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,337 | $2,928-20.2% | $3,737-37.5% | $2,670-12.5% |
| Participant deferral / active EE | $3,642 | $3,659-0.5% | $4,878-25.3% | $4,125-11.7% |
| Admin fee / account holder | $123 | $5,216-97.6% | $6,730-98.2% | $5,651-97.8% |