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 | $11,510 | $77,899-85.2% | $149,673-92.3% | $75,163-84.7% |
| Participation rate | 96.5% | 65.6%+30.9pp | 78.8%+17.7pp | 67.2%+29.3pp |
| Annual return | 119.10% | 31.72%+87.4pp | 134.42%-15.3pp | 160.62%-41.5pp |
| Employer contribution / active EE | $2,629 | $3,137-16.2% | $4,818-45.4% | $2,670-1.5% |
| Participant deferral / active EE | $2,026 | $3,411-40.6% | $5,680-64.3% | $4,125-50.9% |
| Admin fee / account holder | $90 | $5,956-98.5% | $13,210-99.3% | $5,651-98.4% |