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 | $43,232 | $148,534-70.9% | $135,903-68.2% | $139,434-69.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 86.71% | 79.19%+7.5pp | 68.23%+18.5pp | 372.94%-286.2pp |
| Employer contribution / active EE | $13,706 | $5,243+161.4% | $4,856+182.2% | $4,751+188.5% |
| Participant deferral / active EE | $15,056 | $8,100+85.9% | $7,758+94.1% | $6,710+124.4% |
| Admin fee / account holder | $70 | $12,400-99.4% | $10,762-99.4% | $11,403-99.4% |