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 3-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 | $44,102 | $154,228-71.4% | $145,433-69.7% | $137,256-67.9% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 52.48% | 74.59%-22.1pp | 66.58%-14.1pp | 220.34%-167.9pp |
| Employer contribution / active EE | $3,787 | $4,804-21.2% | $4,554-16.8% | $4,156-8.9% |
| Participant deferral / active EE | $9,122 | $8,216+11.0% | $7,897+15.5% | $6,407+42.4% |
| Admin fee / account holder | $37 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |