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 3-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 | $46,854 | $183,519-74.5% | $155,509-69.9% | $145,922-67.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.91% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,523 | $5,313-52.5% | $4,672-46.0% | $4,660-45.9% |
| Participant deferral / active EE | $6,826 | $6,462+5.6% | $5,626+21.3% | $6,688+2.1% |
| Admin fee / account holder | $96 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |