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 3-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 | $30,899 | $93,571-67.0% | $135,903-77.3% | $75,163-58.9% |
| Participation rate | 94.5% | 75.2%+19.4pp | 81.9%+12.6pp | 67.2%+27.4pp |
| Annual return | 62.57% | 30.90%+31.7pp | 68.23%-5.7pp | 160.62%-98.1pp |
| Employer contribution / active EE | $4,394 | $3,537+24.2% | $4,856-9.5% | $2,670+64.6% |
| Participant deferral / active EE | $9,971 | $6,404+55.7% | $7,758+28.5% | $4,125+141.7% |
| Admin fee / account holder | $145 | $6,975-97.9% | $10,762-98.7% | $5,651-97.4% |