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 | $57,623 | $159,602-63.9% | $150,045-61.6% | $142,382-59.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 116.93% | 70.24%+46.7pp | 62.55%+54.4pp | 217.08%-100.1pp |
| Employer contribution / active EE | $6,668 | $4,961+34.4% | $4,693+42.1% | $4,299+55.1% |
| Participant deferral / active EE | $18,164 | $8,310+118.6% | $7,997+127.1% | $6,507+179.1% |
| Admin fee / account holder | $26 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |