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 | $52,002 | $159,901-67.5% | $146,958-64.6% | $145,922-64.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 29.12% | 98.13%-69.0pp | 418.34%-389.2pp | 561.29%-532.2pp |
| Employer contribution / active EE | $3,628 | $5,286-31.4% | $4,933-26.5% | $4,660-22.1% |
| Participant deferral / active EE | $9,575 | $8,428+13.6% | $8,070+18.6% | $6,688+43.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |