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 | $41,661 | $114,381-63.6% | $107,525-61.3% | $142,382-70.7% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 23.50% | 242.71%-219.2pp | 181.32%-157.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $3,174 | $4,015-20.9% | $3,754-15.4% | $4,299-26.2% |
| Participant deferral / active EE | $4,817 | $5,564-13.4% | $5,116-5.8% | $6,507-26.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |