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 4-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 | $75,081 | $109,881-31.7% | $150,045-50.0% | $84,808-11.5% |
| Participation rate | 83.0% | 76.1%+6.9pp | 82.3%+0.7pp | 68.3%+14.7pp |
| Annual return | 34.83% | 28.25%+6.6pp | 62.55%-27.7pp | 40.90%-6.1pp |
| Employer contribution / active EE | $3,623 | $3,561+1.7% | $4,693-22.8% | $2,631+37.7% |
| Participant deferral / active EE | $17,531 | $6,636+164.2% | $7,997+119.2% | $4,212+316.3% |
| Admin fee / account holder | $232 | $8,568-97.3% | $13,435-98.3% | $7,344-96.8% |