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 6-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 | $42,498 | $106,890-60.2% | $84,015-49.4% | $152,861-72.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 25.10% | 104.99%-79.9pp | 71.31%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $8,127 | $2,734+197.2% | $1,983+309.8% | $4,762+70.7% |
| Participant deferral / active EE | $14,985 | $4,011+273.6% | $3,239+362.7% | $5,850+156.1% |
| Admin fee / account holder | $294 | $8,285-96.5% | $6,101-95.2% | $11,596-97.5% |