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 8-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 | $68,552 | $60,124+14.0% | $90,404-24.2% | $79,858-14.2% |
| Participation rate | 93.8% | 65.0%+28.8pp | 72.7%+21.1pp | 69.6%+24.1pp |
| Annual return | 20.58% | 71.94%-51.4pp | 1293.02%-1272.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $5,025 | $2,068+143.0% | $3,262+54.0% | $2,471+103.4% |
| Participant deferral / active EE | $5,358 | $2,938+82.4% | $3,963+35.2% | $3,740+43.3% |
| Admin fee / account holder | $13 | $3,976-99.7% | $5,611-99.8% | $5,306-99.8% |