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 | $37,785 | $148,534-74.6% | $135,903-72.2% | $139,434-72.9% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 31.22% | 79.19%-48.0pp | 68.23%-37.0pp | 372.94%-341.7pp |
| Employer contribution / active EE | $3,749 | $5,243-28.5% | $4,856-22.8% | $4,751-21.1% |
| Participant deferral / active EE | $14,139 | $8,100+74.5% | $7,758+82.3% | $6,710+110.7% |
| Admin fee / account holder | $112 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |