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 | $50,235 | $169,032-70.3% | $129,207-61.1% | $145,922-65.6% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 18.15% | 14330.11%-14312.0pp | 9417.33%-9399.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $4,276 | $5,537-22.8% | $4,153+3.0% | $4,660-8.2% |
| Participant deferral / active EE | $8,228 | $4,987+65.0% | $4,168+97.4% | $6,688+23.0% |
| Admin fee / account holder | $73 | $9,954-99.3% | $7,715-99.1% | $13,397-99.5% |