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 | $25,189 | $96,635-73.9% | $86,612-70.9% | $139,434-81.9% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 19.43% | 106.41%-87.0pp | 591.07%-571.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,577 | $3,263+9.6% | $3,022+18.3% | $4,751-24.7% |
| Participant deferral / active EE | $1,842 | $4,836-61.9% | $4,438-58.5% | $6,710-72.5% |
| Admin fee / account holder | $275 | $6,408-95.7% | $5,614-95.1% | $11,403-97.6% |