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 3-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 | $201,348 | $209,336-3.8% | $197,124+2.1% | $137,256+46.7% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 15.81% | 48.09%-32.3pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,911 | $6,591-71.0% | $6,227-69.3% | $4,156-54.0% |
| Participant deferral / active EE | $12,312 | $9,614+28.1% | $9,135+34.8% | $6,407+92.2% |
| Admin fee / account holder | $57 | $17,308-99.7% | $16,298-99.7% | $12,270-99.5% |