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 | $48,619 | $159,602-69.5% | $150,045-67.6% | $142,382-65.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 74.74% | 70.24%+4.5pp | 62.55%+12.2pp | 217.08%-142.3pp |
| Employer contribution / active EE | $3,427 | $4,961-30.9% | $4,693-27.0% | $4,299-20.3% |
| Participant deferral / active EE | $12,117 | $8,310+45.8% | $7,997+51.5% | $6,507+86.2% |
| Admin fee / account holder | $45 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |