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 | $46,604 | $108,919-57.2% | $100,391-53.6% | $145,922-68.1% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 18.88% | 57.88%-39.0pp | 49.20%-30.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $3,090 | $4,419-30.1% | $3,942-21.6% | $4,660-33.7% |
| Participant deferral / active EE | $12,825 | $8,445+51.9% | $8,082+58.7% | $6,688+91.8% |
| Admin fee / account holder | $11 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |