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 | $40,120 | $148,534-73.0% | $135,903-70.5% | $139,434-71.2% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 548.17% | 79.19%+469.0pp | 68.23%+479.9pp | 372.94%+175.2pp |
| Employer contribution / active EE | $6,562 | $5,243+25.2% | $4,856+35.1% | $4,751+38.1% |
| Participant deferral / active EE | $6,381 | $8,100-21.2% | $7,758-17.7% | $6,710-4.9% |
| Admin fee / account holder | $180 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |