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 | $48,543 | $159,602-69.6% | $150,045-67.6% | $142,382-65.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 28.73% | 70.24%-41.5pp | 62.55%-33.8pp | 217.08%-188.3pp |
| Employer contribution / active EE | $5,066 | $4,961+2.1% | $4,693+8.0% | $4,299+17.8% |
| Participant deferral / active EE | $10,016 | $8,310+20.5% | $7,997+25.3% | $6,507+53.9% |
| Admin fee / account holder | $45 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |