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 | $50,027 | $148,534-66.3% | $135,903-63.2% | $139,434-64.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 221.70% | 79.19%+142.5pp | 68.23%+153.5pp | 372.94%-151.2pp |
| Employer contribution / active EE | $1,493 | $5,243-71.5% | $4,856-69.2% | $4,751-68.6% |
| Participant deferral / active EE | $7,407 | $8,100-8.6% | $7,758-4.5% | $6,710+10.4% |
| Admin fee / account holder | $61 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |