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 | $42,089 | $159,901-73.7% | $146,958-71.4% | $145,922-71.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 17.06% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $5,457 | $5,286+3.2% | $4,933+10.6% | $4,660+17.1% |
| Participant deferral / active EE | $4,970 | $8,428-41.0% | $8,070-38.4% | $6,688-25.7% |
| Admin fee / account holder | $19 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |