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 | $52,092 | $159,602-67.4% | $150,045-65.3% | $142,382-63.4% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 21.85% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,439 | $4,961-71.0% | $4,693-69.3% | $4,299-66.5% |
| Participant deferral / active EE | $4,566 | $8,310-45.1% | $7,997-42.9% | $6,507-29.8% |
| Admin fee / account holder | $57 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |