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 | $17,259 | $148,534-88.4% | $135,903-87.3% | $139,434-87.6% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 32.82% | 79.19%-46.4pp | 68.23%-35.4pp | 372.94%-340.1pp |
| Employer contribution / active EE | $3,289 | $5,243-37.3% | $4,856-32.3% | $4,751-30.8% |
| Participant deferral / active EE | $7,399 | $8,100-8.7% | $7,758-4.6% | $6,710+10.3% |
| Admin fee / account holder | $253 | $12,400-98.0% | $10,762-97.6% | $11,403-97.8% |