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 | $87,877 | $148,534-40.8% | $135,903-35.3% | $139,434-37.0% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 27.23% | 79.19%-52.0pp | 68.23%-41.0pp | 372.94%-345.7pp |
| Employer contribution / active EE | $21,853 | $5,243+316.8% | $4,856+350.0% | $4,751+360.0% |
| Participant deferral / active EE | $17,968 | $8,100+121.8% | $7,758+131.6% | $6,710+167.8% |
| Admin fee / account holder | $13 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |