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 | $172,111-79.7% | $150,298-76.8% | $137,256-74.5% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 82.33% | 69.37%+13.0pp | 62.79%+19.5pp | 220.34%-138.0pp |
| Employer contribution / active EE | $1,903 | $4,636-59.0% | $4,154-54.2% | $4,156-54.2% |
| Participant deferral / active EE | $4,918 | $6,166-20.2% | $5,453-9.8% | $6,407-23.2% |
| Admin fee / account holder | $41 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |