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 | $42,488 | $159,901-73.4% | $146,958-71.1% | $145,922-70.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 32.56% | 98.13%-65.6pp | 418.34%-385.8pp | 561.29%-528.7pp |
| Employer contribution / active EE | $11,178 | $5,286+111.5% | $4,933+126.6% | $4,660+139.9% |
| Participant deferral / active EE | $7,946 | $8,428-5.7% | $8,070-1.5% | $6,688+18.8% |
| Admin fee / account holder | $192 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |