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 | $34,732 | $159,901-78.3% | $146,958-76.4% | $145,922-76.2% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 12.86% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,287 | $5,286-37.8% | $4,933-33.4% | $4,660-29.4% |
| Participant deferral / active EE | $6,165 | $8,428-26.9% | $8,070-23.6% | $6,688-7.8% |
| Admin fee / account holder | $6 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |