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 | $61,720 | $159,901-61.4% | $146,958-58.0% | $145,922-57.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.56% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,045 | $5,286-61.3% | $4,933-58.5% | $4,660-56.1% |
| Participant deferral / active EE | $13,192 | $8,428+56.5% | $8,070+63.5% | $6,688+97.3% |
| Admin fee / account holder | $290 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |