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 | $55,402 | $183,519-69.8% | $155,509-64.4% | $145,922-62.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.13% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.2pp |
| Employer contribution / active EE | $6,962 | $5,313+31.0% | $4,672+49.0% | $4,660+49.4% |
| Participant deferral / active EE | $9,178 | $6,462+42.0% | $5,626+63.1% | $6,688+37.2% |
| Admin fee / account holder | $270 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |