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 | $37,206 | $159,602-76.7% | $150,045-75.2% | $142,382-73.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 115.21% | 70.24%+45.0pp | 62.55%+52.7pp | 217.08%-101.9pp |
| Employer contribution / active EE | $1,559 | $4,961-68.6% | $4,693-66.8% | $4,299-63.7% |
| Participant deferral / active EE | $6,080 | $8,310-26.8% | $7,997-24.0% | $6,507-6.6% |
| Admin fee / account holder | $69 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |