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 | $42,650 | $133,922-68.2% | $116,228-63.3% | $142,382-70.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 17.59% | 147.76%-130.2pp | 90.06%-72.5pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,617 | $3,446-53.1% | $2,994-46.0% | $4,299-62.4% |
| Participant deferral / active EE | $7,100 | $5,672+25.2% | $4,953+43.3% | $6,507+9.1% |
| Admin fee / account holder | $176 | $14,945-98.8% | $11,989-98.5% | $12,624-98.6% |