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 | $36,648 | $183,592-80.0% | $155,567-76.4% | $145,959-74.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 25.46% | 61.24%-35.8pp | 64.74%-39.3pp | 561.95%-536.5pp |
| Employer contribution / active EE | $1,754 | $5,315-67.0% | $4,674-62.5% | $4,661-62.4% |
| Participant deferral / active EE | $6,142 | $6,464-5.0% | $5,628+9.1% | $6,689-8.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |