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 | $36,258 | $159,901-77.3% | $146,958-75.3% | $145,922-75.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 15.88% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,261 | $5,286-19.4% | $4,933-13.6% | $4,660-8.5% |
| Participant deferral / active EE | $5,665 | $8,428-32.8% | $8,070-29.8% | $6,688-15.3% |
| Admin fee / account holder | $201 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |