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 6-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 | $55,534 | $179,726-69.1% | $156,263-64.5% | $142,382-61.0% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 16.27% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,439 | $5,069-32.2% | $4,333-20.6% | $4,299-20.0% |
| Participant deferral / active EE | $3,311 | $6,956-52.4% | $6,158-46.2% | $6,507-49.1% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |