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 8-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 | $71,593 | $61,605+16.2% | $112,229-36.2% | $75,163-4.8% |
| Participation rate | 82.8% | 61.7%+21.1pp | 72.4%+10.4pp | 67.2%+15.6pp |
| Annual return | 20.82% | 28.47%-7.6pp | 30.20%-9.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,051 | $2,015+1.7% | $3,430-40.2% | $2,670-23.2% |
| Participant deferral / active EE | $4,482 | $3,108+44.2% | $4,798-6.6% | $4,125+8.7% |
| Admin fee / account holder | $251 | $4,862-94.8% | $7,748-96.8% | $5,651-95.6% |