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 6-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 | $43,909 | $114,381-61.6% | $107,525-59.2% | $142,382-69.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.64% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,732 | $4,015-56.9% | $3,754-53.9% | $4,299-59.7% |
| Participant deferral / active EE | $4,524 | $5,564-18.7% | $5,116-11.6% | $6,507-30.5% |
| Admin fee / account holder | $104 | $9,860-98.9% | $8,919-98.8% | $12,624-99.2% |