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 | $20,777 | $172,111-87.9% | $150,298-86.2% | $137,256-84.9% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 15.32% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,341 | $4,636-6.4% | $4,154+4.5% | $4,156+4.4% |
| Participant deferral / active EE | $4,769 | $6,166-22.6% | $5,453-12.5% | $6,407-25.6% |
| Admin fee / account holder | $297 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |