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 | $34,932 | $177,572-80.3% | $154,803-77.4% | $142,382-75.5% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 82.33% | 65.07%+17.3pp | 58.88%+23.4pp | 217.08%-134.7pp |
| Employer contribution / active EE | $1,903 | $4,810-60.4% | $4,305-55.8% | $4,299-55.7% |
| Participant deferral / active EE | $4,918 | $6,272-21.6% | $5,540-11.2% | $6,507-24.4% |
| Admin fee / account holder | $41 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |