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 | $107,561 | $92,798+15.9% | $96,707+11.2% | $137,256-21.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 80.4%-0.4pp | 80.0%0pp |
| Annual return | 22.16% | 31.24%-9.1pp | 34.78%-12.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $8,195 | $4,147+97.6% | $4,191+95.5% | $4,156+97.2% |
| Participant deferral / active EE | $15,093 | $5,877+156.8% | $5,997+151.7% | $6,407+135.6% |
| Admin fee / account holder | $109 | $7,946-98.6% | $7,503-98.5% | $12,270-99.1% |