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 | $12,826 | $85,022-84.9% | $70,515-81.8% | $139,434-90.8% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 63.65% | 30.38%+33.3pp | 32.77%+30.9pp | 372.94%-309.3pp |
| Employer contribution / active EE | $3,199 | $3,909-18.2% | $2,973+7.6% | $4,751-32.7% |
| Participant deferral / active EE | $5,860 | $5,890-0.5% | $4,567+28.3% | $6,710-12.7% |
| Admin fee / account holder | $51 | $8,906-99.4% | $6,412-99.2% | $11,403-99.6% |