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 | $38,510 | $104,974-63.3% | $95,585-59.7% | $142,382-73.0% |
| Participation rate | 86.7% | 75.0%+11.7pp | 72.1%+14.6pp | 80.1%+6.5pp |
| Annual return | 299.63% | 210.33%+89.3pp | 38.56%+261.1pp | 217.08%+82.6pp |
| Employer contribution / active EE | $1,905 | $2,779-31.4% | $2,527-24.6% | $4,299-55.7% |
| Participant deferral / active EE | $4,032 | $4,352-7.3% | $4,023+0.2% | $6,507-38.0% |
| Admin fee / account holder | $185 | $6,386-97.1% | $6,127-97.0% | $12,624-98.5% |