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 | $166,709 | $197,591-15.6% | $177,821-6.2% | $158,922+4.9% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 17.36% | 58.76%-41.4pp | 48.32%-31.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,752 | $6,697-44.0% | $5,918-36.6% | $4,761-21.2% |
| Participant deferral / active EE | $8,710 | $8,405+3.6% | $7,714+12.9% | $5,982+45.6% |
| Admin fee / account holder | $285 | $15,399-98.2% | $12,427-97.7% | $11,246-97.5% |