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 5-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 | $80,036 | $65,409+22.4% | $98,442-18.7% | $85,850-6.8% |
| Participation rate | 81.1% | 65.0%+16.1pp | 73.3%+7.7pp | 69.3%+11.8pp |
| Annual return | 13.88% | 21.76%-7.9pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,214 | $2,168+2.1% | $2,960-25.2% | $2,565-13.7% |
| Participant deferral / active EE | $4,895 | $3,166+54.6% | $4,276+14.5% | $3,952+23.9% |
| Admin fee / account holder | $259 | $4,593-94.4% | $5,949-95.6% | $6,260-95.9% |