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 | $31,879 | $105,126-69.7% | $94,646-66.3% | $139,434-77.1% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 337.95% | 38.03%+299.9pp | 156.71%+181.2pp | 372.94%-35.0pp |
| Employer contribution / active EE | $5,836 | $4,106+42.1% | $3,672+58.9% | $4,751+22.8% |
| Participant deferral / active EE | $8,460 | $7,599+11.3% | $7,418+14.1% | $6,710+26.1% |
| Admin fee / account holder | $18 | $8,984-99.8% | $7,231-99.8% | $11,403-99.8% |