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 | $53,448 | $138,044-61.3% | $125,339-57.4% | $134,475-60.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | 29.06% | 750.33%-721.3pp | 572.05%-543.0pp | 417.96%-388.9pp |
| Employer contribution / active EE | $1,035 | $5,243-80.3% | $4,814-78.5% | $4,740-78.2% |
| Participant deferral / active EE | $9,594 | $7,799+23.0% | $7,446+28.8% | $6,400+49.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |