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 | $27,856 | $159,602-82.5% | $150,045-81.4% | $142,382-80.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 17.12% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,378 | $4,961-72.2% | $4,693-70.6% | $4,299-67.9% |
| Participant deferral / active EE | $4,542 | $8,310-45.3% | $7,997-43.2% | $6,507-30.2% |
| Admin fee / account holder | $186 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |