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 | $29,612 | $183,519-83.9% | $155,509-81.0% | $145,922-79.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.02% | 61.17%-48.1pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,725 | $5,313-29.9% | $4,672-20.3% | $4,660-20.1% |
| Participant deferral / active EE | $8,018 | $6,462+24.1% | $5,626+42.5% | $6,688+19.9% |
| Admin fee / account holder | $31 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |