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 | $45,356 | $159,602-71.6% | $150,045-69.8% | $142,382-68.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 54.26% | 70.24%-16.0pp | 62.55%-8.3pp | 217.08%-162.8pp |
| Employer contribution / active EE | $1,661 | $4,961-66.5% | $4,693-64.6% | $4,299-61.4% |
| Participant deferral / active EE | $8,239 | $8,310-0.9% | $7,997+3.0% | $6,507+26.6% |
| Admin fee / account holder | $215 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |