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 | $50,487 | $74,888-32.6% | $71,209-29.1% | $142,382-64.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 93.93% | 345.14%-251.2pp | 282.51%-188.6pp | 217.08%-123.1pp |
| Employer contribution / active EE | $4,102 | $2,854+43.7% | $2,721+50.8% | $4,299-4.6% |
| Participant deferral / active EE | $6,243 | $4,454+40.2% | $4,175+49.5% | $6,507-4.1% |
| Admin fee / account holder | $69 | $5,568-98.8% | $5,349-98.7% | $12,624-99.5% |