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 4-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 | $51,076 | $177,572-71.2% | $154,803-67.0% | $142,382-64.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 20.94% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,508 | $4,810-27.1% | $4,305-18.5% | $4,299-18.4% |
| Participant deferral / active EE | $8,597 | $6,272+37.1% | $5,540+55.2% | $6,507+32.1% |
| Admin fee / account holder | $254 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |