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 | $42,496 | $159,901-73.4% | $146,958-71.1% | $145,922-70.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.96% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,800 | $5,286-65.9% | $4,933-63.5% | $4,660-61.4% |
| Participant deferral / active EE | $9,059 | $8,428+7.5% | $8,070+12.3% | $6,688+35.5% |
| Admin fee / account holder | $54 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |