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 | $172,111-70.3% | $150,298-66.0% | $137,256-62.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 20.94% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,508 | $4,636-24.3% | $4,154-15.6% | $4,156-15.6% |
| Participant deferral / active EE | $8,597 | $6,166+39.4% | $5,453+57.7% | $6,407+34.2% |
| Admin fee / account holder | $254 | $16,471-98.5% | $14,116-98.2% | $12,270-97.9% |