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 | $84,442 | $177,572-52.4% | $154,803-45.5% | $142,382-40.7% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 20.54% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,204 | $4,810-12.6% | $4,305-2.4% | $4,299-2.2% |
| Participant deferral / active EE | $4,289 | $6,272-31.6% | $5,540-22.6% | $6,507-34.1% |
| Admin fee / account holder | $187 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |