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 | $57,999 | $159,602-63.7% | $150,045-61.3% | $142,382-59.3% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 22.48% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,408 | $4,961-31.3% | $4,693-27.4% | $4,299-20.7% |
| Participant deferral / active EE | $6,768 | $8,310-18.6% | $7,997-15.4% | $6,507+4.0% |
| Admin fee / account holder | $139 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |