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 | $48,086 | $177,572-72.9% | $154,803-68.9% | $142,382-66.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 18.60% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,134 | $4,810-55.6% | $4,305-50.4% | $4,299-50.4% |
| Participant deferral / active EE | $4,885 | $6,272-22.1% | $5,540-11.8% | $6,507-24.9% |
| Admin fee / account holder | $226 | $16,786-98.7% | $14,329-98.4% | $12,624-98.2% |