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 | $53,439 | $183,592-70.9% | $155,567-65.6% | $145,959-63.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 13.66% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,037 | $5,315-61.7% | $4,674-56.4% | $4,661-56.3% |
| Participant deferral / active EE | $6,988 | $6,464+8.1% | $5,628+24.2% | $6,689+4.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |