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 6-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 | $48,201 | $87,166-44.7% | $76,735-37.2% | $137,256-64.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 20.34% | 26.50%-6.2pp | 29.77%-9.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $4,311 | $2,904+48.4% | $2,454+75.6% | $4,156+3.7% |
| Participant deferral / active EE | $7,174 | $4,726+51.8% | $4,088+75.5% | $6,407+12.0% |
| Admin fee / account holder | $110 | $8,403-98.7% | $7,189-98.5% | $12,270-99.1% |