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 | $35,246 | $177,572-80.2% | $154,803-77.2% | $142,382-75.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 80.41% | 65.07%+15.3pp | 58.88%+21.5pp | 217.08%-136.7pp |
| Employer contribution / active EE | $6,136 | $4,810+27.6% | $4,305+42.5% | $4,299+42.7% |
| Participant deferral / active EE | $3,225 | $6,272-48.6% | $5,540-41.8% | $6,507-50.4% |
| Admin fee / account holder | $83 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |