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 | $80,743 | $159,602-49.4% | $150,045-46.2% | $142,382-43.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.23% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,230 | $4,961-34.9% | $4,693-31.2% | $4,299-24.9% |
| Participant deferral / active EE | $9,129 | $8,310+9.9% | $7,997+14.2% | $6,507+40.3% |
| Admin fee / account holder | $50 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |