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 7-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 | $31,311 | $98,750-68.3% | $149,696-79.1% | $79,858-60.8% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 133.13% | 27.43%+105.7pp | 276.60%-143.5pp | 31.71%+101.4pp |
| Employer contribution / active EE | $2,672 | $3,216-16.9% | $4,644-42.5% | $2,471+8.2% |
| Participant deferral / active EE | $10,123 | $5,680+78.2% | $6,842+48.0% | $3,740+170.7% |
| Admin fee / account holder | $252 | $6,053-95.8% | $9,309-97.3% | $5,306-95.3% |