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 | $21,604 | $159,901-86.5% | $146,958-85.3% | $145,922-85.2% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 56.36% | 98.13%-41.8pp | 418.34%-362.0pp | 561.29%-504.9pp |
| Employer contribution / active EE | $1,185 | $5,286-77.6% | $4,933-76.0% | $4,660-74.6% |
| Participant deferral / active EE | $4,404 | $8,428-47.8% | $8,070-45.4% | $6,688-34.2% |
| Admin fee / account holder | $282 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |