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 | $86,858 | $183,519-52.7% | $155,509-44.1% | $145,922-40.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.99% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,432 | $5,313-54.2% | $4,672-48.0% | $4,660-47.8% |
| Participant deferral / active EE | $6,959 | $6,462+7.7% | $5,626+23.7% | $6,688+4.1% |
| Admin fee / account holder | $168 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |