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 | $159,901-73.3% | $146,958-71.0% | $145,922-70.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 20.03% | 98.13%-78.1pp | 418.34%-398.3pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,108 | $5,286-60.1% | $4,933-57.3% | $4,660-54.8% |
| Participant deferral / active EE | $7,294 | $8,428-13.5% | $8,070-9.6% | $6,688+9.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |