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 6-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 | $54,943 | $177,572-69.1% | $154,803-64.5% | $142,382-61.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 134.36% | 65.07%+69.3pp | 58.88%+75.5pp | 217.08%-82.7pp |
| Employer contribution / active EE | $2,014 | $4,810-58.1% | $4,305-53.2% | $4,299-53.1% |
| Participant deferral / active EE | $4,097 | $6,272-34.7% | $5,540-26.1% | $6,507-37.0% |
| Admin fee / account holder | $84 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |