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 | $42,647 | $159,934-73.3% | $147,005-71.0% | $145,959-70.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 20.03% | 98.24%-78.2pp | 418.76%-398.7pp | 561.95%-541.9pp |
| Employer contribution / active EE | $2,108 | $5,287-60.1% | $4,934-57.3% | $4,661-54.8% |
| Participant deferral / active EE | $7,294 | $8,427-13.5% | $8,070-9.6% | $6,689+9.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |