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 | $40,630 | $159,602-74.5% | $150,045-72.9% | $142,382-71.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 23.04% | 70.24%-47.2pp | 62.55%-39.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,571 | $4,961-48.2% | $4,693-45.2% | $4,299-40.2% |
| Participant deferral / active EE | $5,303 | $8,310-36.2% | $7,997-33.7% | $6,507-18.5% |
| Admin fee / account holder | $67 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |