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 3-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 | $28,443 | $102,317-72.2% | $146,958-80.6% | $80,856-64.8% |
| Participation rate | 72.9% | 75.8%-2.9pp | 82.2%-9.2pp | 67.6%+5.3pp |
| Annual return | 156.50% | 134.76%+21.7pp | 418.34%-261.8pp | 35.59%+120.9pp |
| Employer contribution / active EE | $4,254 | $3,713+14.6% | $4,933-13.8% | $2,755+54.4% |
| Participant deferral / active EE | $7,774 | $6,644+17.0% | $8,070-3.7% | $4,296+81.0% |
| Admin fee / account holder | $68 | $7,941-99.1% | $12,998-99.5% | $6,918-99.0% |