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 | $36,139 | $118,849-69.6% | $96,562-62.6% | $167,490-78.4% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 58.17% | 50.49%+7.7pp | 37.78%+20.4pp | 478.56%-420.4pp |
| Employer contribution / active EE | $22,334 | $3,120+615.9% | $2,356+847.8% | $4,837+361.7% |
| Participant deferral / active EE | $4,023 | $4,616-12.8% | $3,849+4.5% | $6,341-36.6% |
| Admin fee / account holder | $116 | $8,065-98.6% | $6,181-98.1% | $12,309-99.1% |