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 3-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 | $64,038 | $106,584-39.9% | $101,326-36.8% | $142,382-55.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 20.94% | 36.93%-16.0pp | 36.82%-15.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $4,208 | $3,956+6.4% | $3,665+14.8% | $4,299-2.1% |
| Participant deferral / active EE | $14,690 | $8,297+77.1% | $7,994+83.8% | $6,507+125.8% |
| Admin fee / account holder | $226 | $11,446-98.0% | $11,185-98.0% | $12,624-98.2% |