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 | $56,572 | $183,592-69.2% | $155,567-63.6% | $145,959-61.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 22.51% | 61.24%-38.7pp | 64.74%-42.2pp | 561.95%-539.4pp |
| Employer contribution / active EE | $5,789 | $5,315+8.9% | $4,674+23.9% | $4,661+24.2% |
| Participant deferral / active EE | $16,174 | $6,464+150.2% | $5,628+187.4% | $6,689+141.8% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |