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 | $33,919 | $202,432-83.2% | $169,368-80.0% | $139,434-75.7% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 96.55% | 531.74%-435.2pp | 405.60%-309.1pp | 372.94%-276.4pp |
| Employer contribution / active EE | $14,988 | $4,692+219.4% | $4,013+273.5% | $4,751+215.5% |
| Participant deferral / active EE | $9,901 | $6,938+42.7% | $6,221+59.1% | $6,710+47.5% |
| Admin fee / account holder | $5 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |