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 5-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 | $44,052 | $217,402-79.7% | $185,823-76.3% | $167,490-73.7% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 14.44% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,726 | $5,873-53.6% | $5,167-47.2% | $4,837-43.7% |
| Participant deferral / active EE | $3,173 | $6,356-50.1% | $5,568-43.0% | $6,341-50.0% |
| Admin fee / account holder | $4 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |