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 3-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 | $45,475 | $118,427-61.6% | $66,042-31.1% | $142,382-68.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 20.14% | 35.57%-15.4pp | 52.11%-32.0pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,690 | $2,570+4.7% | $1,579+70.3% | $4,299-37.4% |
| Participant deferral / active EE | $4,269 | $4,311-1.0% | $2,835+50.5% | $6,507-34.4% |
| Admin fee / account holder | $1 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |