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 9-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 | $204,100 | $88,751+130.0% | $81,812+149.5% | $145,922+39.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 31.01% | 1025.40%-994.4pp | 773.79%-742.8pp | 561.29%-530.3pp |
| Employer contribution / active EE | $4,013 | $3,083+30.2% | $2,912+37.8% | $4,660-13.9% |
| Participant deferral / active EE | $2,902 | $4,643-37.5% | $4,319-32.8% | $6,688-56.6% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |