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 | $30,132 | $112,096-73.1% | $95,952-68.6% | $158,922-81.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 80.42% | 171.09%-90.7pp | 91.61%-11.2pp | 302.83%-222.4pp |
| Employer contribution / active EE | $4,900 | $3,198+53.2% | $2,541+92.9% | $4,761+2.9% |
| Participant deferral / active EE | $8,260 | $4,784+72.7% | $4,167+98.2% | $5,982+38.1% |
| Admin fee / account holder | $97 | $10,130-99.0% | $6,795-98.6% | $11,246-99.1% |