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 | $194,409 | $214,378-9.3% | $200,582-3.1% | $142,382+36.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 19.13% | 46.41%-27.3pp | 42.33%-23.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,213 | $6,841-53.0% | $6,419-49.9% | $4,299-25.3% |
| Participant deferral / active EE | $5,114 | $9,865-48.2% | $9,331-45.2% | $6,507-21.4% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |