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 | $22,758 | $159,901-85.8% | $146,958-84.5% | $145,922-84.4% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 73.64% | 98.13%-24.5pp | 418.34%-344.7pp | 561.29%-487.6pp |
| Employer contribution / active EE | $2,482 | $5,286-53.0% | $4,933-49.7% | $4,660-46.7% |
| Participant deferral / active EE | $3,510 | $8,428-58.4% | $8,070-56.5% | $6,688-47.5% |
| Admin fee / account holder | $95 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |