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 5-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 | $32,594 | $60,124-45.8% | $90,404-63.9% | $79,858-59.2% |
| Participation rate | 84.4% | 65.0%+19.4pp | 72.7%+11.7pp | 69.6%+14.7pp |
| Annual return | 57.93% | 71.94%-14.0pp | 1293.02%-1235.1pp | 31.71%+26.2pp |
| Employer contribution / active EE | $8,390 | $2,068+305.8% | $3,262+157.2% | $2,471+239.6% |
| Participant deferral / active EE | $5,015 | $2,938+70.7% | $3,963+26.5% | $3,740+34.1% |
| Admin fee / account holder | $24 | $3,976-99.4% | $5,611-99.6% | $5,306-99.6% |