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 | $39,966 | $100,773-60.3% | $88,946-55.1% | $142,382-71.9% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 20.43% | 70.18%-49.7pp | 57.82%-37.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,334 | $2,918-20.0% | $2,555-8.6% | $4,299-45.7% |
| Participant deferral / active EE | $8,639 | $5,230+65.2% | $4,581+88.6% | $6,507+32.8% |
| Admin fee / account holder | $49 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |