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 | $54,532 | $100,773-45.9% | $88,946-38.7% | $142,382-61.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 187.88% | 70.18%+117.7pp | 57.82%+130.1pp | 217.08%-29.2pp |
| Employer contribution / active EE | $2,090 | $2,918-28.4% | $2,555-18.2% | $4,299-51.4% |
| Participant deferral / active EE | $3,058 | $5,230-41.5% | $4,581-33.3% | $6,507-53.0% |
| Admin fee / account holder | $36 | $9,693-99.6% | $8,261-99.6% | $12,624-99.7% |