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 | $66,270 | $185,822-64.3% | $169,993-61.0% | $139,434-52.5% |
| Participation rate | 95.5% | 87.8%+7.7pp | 87.0%+8.5pp | 80.3%+15.1pp |
| Annual return | 30.78% | 60.50%-29.7pp | 53.37%-22.6pp | 372.94%-342.2pp |
| Employer contribution / active EE | $3,544 | $7,590-53.3% | $6,785-47.8% | $4,751-25.4% |
| Participant deferral / active EE | $7,850 | $11,622-32.5% | $10,408-24.6% | $6,710+17.0% |
| Admin fee / account holder | $102 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |