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 | $49,730 | $70,756-29.7% | $65,493-24.1% | $142,382-65.1% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 22.44% | 1754.89%-1732.4pp | 982.45%-960.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,469 | $2,881-14.3% | $2,574-4.1% | $4,299-42.6% |
| Participant deferral / active EE | $6,945 | $4,637+49.8% | $3,961+75.3% | $6,507+6.7% |
| Admin fee / account holder | $208 | $6,559-96.8% | $5,028-95.9% | $12,624-98.4% |