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 | $15,605 | $81,248-80.8% | $155,509-90.0% | $80,856-80.7% |
| Participation rate | 93.3% | 66.2%+27.1pp | 78.2%+15.1pp | 67.6%+25.7pp |
| Annual return | 159.81% | 33.31%+126.5pp | 64.67%+95.1pp | 35.59%+124.2pp |
| Employer contribution / active EE | $2,411 | $3,100-22.2% | $4,672-48.4% | $2,755-12.5% |
| Participant deferral / active EE | $4,209 | $3,452+21.9% | $5,626-25.2% | $4,296-2.0% |
| Admin fee / account holder | $270 | $7,997-96.6% | $15,912-98.3% | $6,918-96.1% |