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 6-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 | $109,514 | $109,413+0.1% | $156,263-29.9% | $84,808+29.1% |
| Participation rate | 93.9% | 72.7%+21.2pp | 78.9%+15.0pp | 68.3%+25.6pp |
| Annual return | 15.00% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,054 | $2,907+39.5% | $4,333-6.4% | $2,631+54.1% |
| Participant deferral / active EE | $4,916 | $4,590+7.1% | $6,158-20.2% | $4,212+16.7% |
| Admin fee / account holder | $261 | $9,357-97.2% | $14,255-98.2% | $7,344-96.4% |