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 3-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 | $26,151 | $177,572-85.3% | $154,803-83.1% | $142,382-81.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 27.56% | 65.07%-37.5pp | 58.88%-31.3pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,912 | $4,810-60.3% | $4,305-55.6% | $4,299-55.5% |
| Participant deferral / active EE | $6,224 | $6,272-0.8% | $5,540+12.3% | $6,507-4.4% |
| Admin fee / account holder | $285 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |