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 | $48,828 | $177,572-72.5% | $154,803-68.5% | $142,382-65.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.23% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,413 | $4,810-49.8% | $4,305-44.0% | $4,299-43.9% |
| Participant deferral / active EE | $7,398 | $6,272+18.0% | $5,540+33.5% | $6,507+13.7% |
| Admin fee / account holder | $131 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |