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 | $36,168 | $167,484-78.4% | $151,611-76.1% | $134,475-73.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | 373.90% | 7.80%+366.1pp | 3.33%+370.6pp | 417.96%-44.1pp |
| Employer contribution / active EE | $4,158 | $6,829-39.1% | $6,166-32.6% | $4,740-12.3% |
| Participant deferral / active EE | $14,775 | $8,986+64.4% | $8,363+76.7% | $6,400+130.9% |
| Admin fee / account holder | $87 | $13,783-99.4% | $11,616-99.3% | $11,426-99.2% |