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 | $73,713 | $127,065-42.0% | $113,168-34.9% | $142,382-48.2% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 20.80% | 24.03%-3.2pp | 24.27%-3.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,019 | $3,442-12.3% | $2,975+1.5% | $4,299-29.8% |
| Participant deferral / active EE | $5,404 | $5,716-5.5% | $5,107+5.8% | $6,507-17.0% |
| Admin fee / account holder | $145 | $15,736-99.1% | $12,068-98.8% | $12,624-98.9% |