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 | $68,321 | $177,572-61.5% | $154,803-55.9% | $142,382-52.0% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 21.13% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,986 | $4,810-37.9% | $4,305-30.6% | $4,299-30.5% |
| Participant deferral / active EE | $4,217 | $6,272-32.8% | $5,540-23.9% | $6,507-35.2% |
| Admin fee / account holder | $37 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |