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 | $26,474 | $183,592-85.6% | $155,567-83.0% | $145,959-81.9% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 20.49% | 61.24%-40.7pp | 64.74%-44.2pp | 561.95%-541.5pp |
| Employer contribution / active EE | $2,314 | $5,315-56.5% | $4,674-50.5% | $4,661-50.4% |
| Participant deferral / active EE | $5,406 | $6,464-16.4% | $5,628-3.9% | $6,689-19.2% |
| Admin fee / account holder | $176 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |