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 | $172,111-71.6% | $150,298-67.5% | $137,256-64.4% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 20.23% | 69.37%-49.1pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,413 | $4,636-48.0% | $4,154-41.9% | $4,156-41.9% |
| Participant deferral / active EE | $7,398 | $6,166+20.0% | $5,453+35.7% | $6,407+15.5% |
| Admin fee / account holder | $131 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |