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 | $41,461 | $96,635-57.1% | $86,612-52.1% | $139,434-70.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 30.28% | 106.41%-76.1pp | 591.07%-560.8pp | 372.94%-342.7pp |
| Employer contribution / active EE | $3,145 | $3,263-3.6% | $3,022+4.1% | $4,751-33.8% |
| Participant deferral / active EE | $18,770 | $4,836+288.1% | $4,438+323.0% | $6,710+179.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |