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 | $31,774 | $156,846-79.7% | $121,098-73.8% | $139,434-77.2% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 26.52% | 1474.56%-1448.0pp | 985.75%-959.2pp | 372.94%-346.4pp |
| Employer contribution / active EE | $6,660 | $5,536+20.3% | $4,164+60.0% | $4,751+40.2% |
| Participant deferral / active EE | $10,448 | $4,844+115.7% | $4,080+156.1% | $6,710+55.7% |
| Admin fee / account holder | $214 | $6,946-96.9% | $5,644-96.2% | $11,403-98.1% |