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 | $57,631 | $209,336-72.5% | $197,124-70.8% | $137,256-58.0% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 20.72% | 48.09%-27.4pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,927 | $6,591-70.8% | $6,227-69.1% | $4,156-53.6% |
| Participant deferral / active EE | $16,190 | $9,614+68.4% | $9,135+77.2% | $6,407+152.7% |
| Admin fee / account holder | $12 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |