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 9-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 | $52,548 | $198,466-73.5% | $170,442-69.2% | $147,584-64.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $6,720 | $6,184+8.7% | $5,433+23.7% | $4,876+37.8% |
| Participant deferral / active EE | $3,025 | $5,629-46.3% | $4,939-38.8% | $5,439-44.4% |
| Admin fee / account holder | $56 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |