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 | $74,693 | $154,228-51.6% | $145,433-48.6% | $137,256-45.6% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 19.36% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,029 | $4,804-57.8% | $4,554-55.5% | $4,156-51.2% |
| Participant deferral / active EE | $7,798 | $8,216-5.1% | $7,897-1.3% | $6,407+21.7% |
| Admin fee / account holder | $146 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |