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 | $27,035 | $172,111-84.3% | $150,298-82.0% | $137,256-80.3% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 22.63% | 69.37%-46.7pp | 62.79%-40.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $872 | $4,636-81.2% | $4,154-79.0% | $4,156-79.0% |
| Participant deferral / active EE | $5,756 | $6,166-6.7% | $5,453+5.6% | $6,407-10.2% |
| Admin fee / account holder | $175 | $16,471-98.9% | $14,116-98.8% | $12,270-98.6% |