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 | $20,867 | $159,901-86.9% | $146,958-85.8% | $145,922-85.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 21.70% | 98.13%-76.4pp | 418.34%-396.6pp | 561.29%-539.6pp |
| Employer contribution / active EE | $2,580 | $5,286-51.2% | $4,933-47.7% | $4,660-44.6% |
| Participant deferral / active EE | $5,125 | $8,428-39.2% | $8,070-36.5% | $6,688-23.4% |
| Admin fee / account holder | $30 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |