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 | $21,302 | $96,635-78.0% | $86,612-75.4% | $139,434-84.7% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 26.22% | 106.41%-80.2pp | 591.07%-564.8pp | 372.94%-346.7pp |
| Employer contribution / active EE | $8,189 | $3,263+151.0% | $3,022+170.9% | $4,751+72.4% |
| Participant deferral / active EE | $9,934 | $4,836+105.4% | $4,438+123.9% | $6,710+48.0% |
| Admin fee / account holder | $28 | $6,408-99.6% | $5,614-99.5% | $11,403-99.8% |