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 | $67,804 | $177,572-61.8% | $154,803-56.2% | $142,382-52.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.38% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,114 | $4,810-35.3% | $4,305-27.7% | $4,299-27.6% |
| Participant deferral / active EE | $7,233 | $6,272+15.3% | $5,540+30.5% | $6,507+11.1% |
| Admin fee / account holder | $299 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |