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 4-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 | $53,323 | $159,901-66.7% | $146,958-63.7% | $145,922-63.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 26.10% | 98.13%-72.0pp | 418.34%-392.2pp | 561.29%-535.2pp |
| Employer contribution / active EE | $5,526 | $5,286+4.5% | $4,933+12.0% | $4,660+18.6% |
| Participant deferral / active EE | $10,276 | $8,428+21.9% | $8,070+27.3% | $6,688+53.6% |
| Admin fee / account holder | $42 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |