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 | $44,541 | $159,602-72.1% | $150,045-70.3% | $142,382-68.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 98.72% | 70.24%+28.5pp | 62.55%+36.2pp | 217.08%-118.4pp |
| Employer contribution / active EE | $3,475 | $4,961-29.9% | $4,693-26.0% | $4,299-19.2% |
| Participant deferral / active EE | $5,950 | $8,310-28.4% | $7,997-25.6% | $6,507-8.6% |
| Admin fee / account holder | $232 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |