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 | $25,311 | $154,117-83.6% | $129,995-80.5% | $139,434-81.8% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.5%+17.2pp | 80.3%+15.3pp |
| Annual return | 26.61% | 32.48%-5.9pp | -137.18%+163.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $2,839 | $5,289-46.3% | $4,320-34.3% | $4,751-40.2% |
| Participant deferral / active EE | $6,601 | $6,710-1.6% | $5,820+13.4% | $6,710-1.6% |
| Admin fee / account holder | $257 | $14,007-98.2% | $10,614-97.6% | $11,403-97.7% |