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 | $47,215 | $159,602-70.4% | $150,045-68.5% | $142,382-66.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 20.08% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,513 | $4,961-49.3% | $4,693-46.4% | $4,299-41.5% |
| Participant deferral / active EE | $8,927 | $8,310+7.4% | $7,997+11.6% | $6,507+37.2% |
| Admin fee / account holder | $112 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |