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 | $51,032 | $72,071-29.2% | $68,368-25.4% | $137,256-62.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 15.37% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $8,172 | $2,788+193.1% | $2,649+208.5% | $4,156+96.6% |
| Participant deferral / active EE | $3,525 | $4,410-20.1% | $4,123-14.5% | $6,407-45.0% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |