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 | $73,748 | $101,724-27.5% | $164,813-55.3% | $80,856-8.8% |
| Participation rate | 77.5% | 71.8%+5.7pp | 78.6%-1.1pp | 67.6%+9.9pp |
| Annual return | 16.81% | 16.72%+0.1pp | 69.93%-53.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $4,197 | $2,953+42.1% | $4,341-3.3% | $2,755+52.3% |
| Participant deferral / active EE | $7,893 | $4,477+76.3% | $6,031+30.9% | $4,296+83.7% |
| Admin fee / account holder | $153 | $8,227-98.1% | $12,690-98.8% | $6,918-97.8% |