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 | $34,177 | $177,572-80.8% | $154,803-77.9% | $142,382-76.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.58% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,851 | $4,810-40.7% | $4,305-33.8% | $4,299-33.7% |
| Participant deferral / active EE | $3,347 | $6,272-46.6% | $5,540-39.6% | $6,507-48.6% |
| Admin fee / account holder | $39 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |