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 | $14,566 | $69,207-79.0% | $64,056-77.3% | $139,434-89.6% |
| Participation rate | 92.3% | 75.6%+16.7pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 72.97% | 45.88%+27.1pp | 33.69%+39.3pp | 372.94%-300.0pp |
| Employer contribution / active EE | $2,160 | $3,182-32.1% | $2,747-21.4% | $4,751-54.5% |
| Participant deferral / active EE | $6,754 | $4,682+44.3% | $3,880+74.1% | $6,710+0.7% |
| Admin fee / account holder | $12 | $4,244-99.7% | $3,068-99.6% | $11,403-99.9% |