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 | $25,709 | $175,202-85.3% | $149,673-82.8% | $139,434-81.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 42.00% | 166.71%-124.7pp | 134.42%-92.4pp | 372.94%-330.9pp |
| Employer contribution / active EE | $1,594 | $5,474-70.9% | $4,818-66.9% | $4,751-66.4% |
| Participant deferral / active EE | $7,175 | $6,519+10.1% | $5,680+26.3% | $6,710+6.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |