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 | $29,257 | $106,749-72.6% | $145,433-79.9% | $82,448-64.5% |
| Participation rate | 86.1% | 75.6%+10.5pp | 82.1%+4.0pp | 68.1%+18.0pp |
| Annual return | 95.33% | 27.59%+67.7pp | 66.58%+28.8pp | 41.64%+53.7pp |
| Employer contribution / active EE | $3,359 | $3,444-2.5% | $4,554-26.3% | $2,551+31.7% |
| Participant deferral / active EE | $6,846 | $6,519+5.0% | $7,897-13.3% | $4,139+65.4% |
| Admin fee / account holder | $108 | $8,390-98.7% | $13,129-99.2% | $7,234-98.5% |