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 3-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 | $46,075 | $159,901-71.2% | $146,958-68.6% | $145,922-68.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 21.07% | 98.13%-77.1pp | 418.34%-397.3pp | 561.29%-540.2pp |
| Employer contribution / active EE | $2,440 | $5,286-53.8% | $4,933-50.5% | $4,660-47.6% |
| Participant deferral / active EE | $9,644 | $8,428+14.4% | $8,070+19.5% | $6,688+44.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |