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 | $44,572 | $172,111-74.1% | $150,298-70.3% | $137,256-67.5% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 252.87% | 69.37%+183.5pp | 62.79%+190.1pp | 220.34%+32.5pp |
| Employer contribution / active EE | $1,233 | $4,636-73.4% | $4,154-70.3% | $4,156-70.3% |
| Participant deferral / active EE | $4,434 | $6,166-28.1% | $5,453-18.7% | $6,407-30.8% |
| Admin fee / account holder | $41 | $16,471-99.7% | $14,116-99.7% | $12,270-99.7% |