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 3-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 | $156,588 | $74,888+109.1% | $71,209+119.9% | $142,382+10.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 670.39% | 345.14%+325.2pp | 282.51%+387.9pp | 217.08%+453.3pp |
| Employer contribution / active EE | $1,389 | $2,854-51.3% | $2,721-48.9% | $4,299-67.7% |
| Participant deferral / active EE | $8,757 | $4,454+96.6% | $4,175+109.7% | $6,507+34.6% |
| Admin fee / account holder | $63 | $5,568-98.9% | $5,349-98.8% | $12,624-99.5% |