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 7-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 | $44,111 | $123,793-64.4% | $177,821-75.2% | $79,858-44.8% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 57.02% | 22.82%+34.2pp | 48.32%+8.7pp | 31.71%+25.3pp |
| Employer contribution / active EE | $14,008 | $4,095+242.1% | $5,918+136.7% | $2,471+466.9% |
| Participant deferral / active EE | $10,475 | $5,956+75.9% | $7,714+35.8% | $3,740+180.1% |
| Admin fee / account holder | $68 | $7,243-99.1% | $12,427-99.5% | $5,306-98.7% |