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 3-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 | $48,072 | $159,934-69.9% | $147,005-67.3% | $145,959-67.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 21.33% | 98.24%-76.9pp | 418.76%-397.4pp | 561.95%-540.6pp |
| Employer contribution / active EE | $1,474 | $5,287-72.1% | $4,934-70.1% | $4,661-68.4% |
| Participant deferral / active EE | $8,300 | $8,427-1.5% | $8,070+2.9% | $6,689+24.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |