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 | $20,706 | $159,602-87.0% | $150,045-86.2% | $142,382-85.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 24.93% | 70.24%-45.3pp | 62.55%-37.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,601 | $4,961-67.7% | $4,693-65.9% | $4,299-62.8% |
| Participant deferral / active EE | $7,981 | $8,310-4.0% | $7,997-0.2% | $6,507+22.6% |
| Admin fee / account holder | $127 | $14,846-99.1% | $13,435-99.1% | $12,624-99.0% |