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 | $43,007 | $177,572-75.8% | $154,803-72.2% | $142,382-69.8% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 20.93% | 65.07%-44.1pp | 58.88%-38.0pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,588 | $4,810-67.0% | $4,305-63.1% | $4,299-63.1% |
| Participant deferral / active EE | $4,593 | $6,272-26.8% | $5,540-17.1% | $6,507-29.4% |
| Admin fee / account holder | $211 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |