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 | $54,559 | $159,602-65.8% | $150,045-63.6% | $142,382-61.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 19.11% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,823 | $4,961-22.9% | $4,693-18.5% | $4,299-11.1% |
| Participant deferral / active EE | $9,136 | $8,310+9.9% | $7,997+14.2% | $6,507+40.4% |
| Admin fee / account holder | $106 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |