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 | $43,313 | $159,602-72.9% | $150,045-71.1% | $142,382-69.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 21.08% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,335 | $4,961-32.8% | $4,693-28.9% | $4,299-22.4% |
| Participant deferral / active EE | $7,241 | $8,310-12.9% | $7,997-9.5% | $6,507+11.3% |
| Admin fee / account holder | $87 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |