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 | $44,124 | $159,602-72.4% | $150,045-70.6% | $142,382-69.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.90% | 70.24%-50.3pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,536 | $4,961-8.6% | $4,693-3.3% | $4,299+5.5% |
| Participant deferral / active EE | $13,479 | $8,310+62.2% | $7,997+68.5% | $6,507+107.1% |
| Admin fee / account holder | $50 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |