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 | $124,651 | $71,050+75.4% | $93,606+33.2% | $80,856+54.2% |
| Participation rate | 96.3% | 60.4%+35.9pp | 68.7%+27.6pp | 67.6%+28.7pp |
| Annual return | 15.77% | 11.26%+4.5pp | 133.20%-117.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $22,863 | $1,564+1362.2% | $2,420+844.8% | $2,755+729.9% |
| Participant deferral / active EE | $13,085 | $4,034+224.4% | $4,411+196.6% | $4,296+204.6% |
| Admin fee / account holder | $11 | $6,945-99.8% | $8,285-99.9% | $6,918-99.8% |