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 3-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 | $57,815 | $111,754-48.3% | $103,333-44.0% | $145,922-60.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 16.09% | 24.77%-8.7pp | 24.88%-8.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,358 | $4,212+3.4% | $3,868+12.7% | $4,660-6.5% |
| Participant deferral / active EE | $11,686 | $5,619+108.0% | $5,057+131.1% | $6,688+74.7% |
| Admin fee / account holder | $255 | $9,750-97.4% | $8,355-96.9% | $13,397-98.1% |