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 | $41,468 | $111,724-62.9% | $93,606-55.7% | $145,922-71.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 17.42% | 202.98%-185.6pp | 133.20%-115.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $7,135 | $3,090+130.9% | $2,420+194.9% | $4,660+53.1% |
| Participant deferral / active EE | $9,587 | $4,912+95.2% | $4,411+117.3% | $6,688+43.4% |
| Admin fee / account holder | $22 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |