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 | $39,355 | $109,982-64.2% | $97,226-59.5% | $145,922-73.0% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 15.75% | 242.90%-227.2pp | 75.13%-59.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,147 | $3,084+2.0% | $2,729+15.3% | $4,660-32.5% |
| Participant deferral / active EE | $5,664 | $4,676+21.1% | $4,264+32.9% | $6,688-15.3% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |