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 | $36,311 | $107,452-66.2% | $91,541-60.3% | $142,382-74.5% |
| Participation rate | 94.7% | 75.1%+19.7pp | 69.8%+25.0pp | 80.1%+14.6pp |
| Annual return | 48.31% | 22.06%+26.3pp | 20.50%+27.8pp | 217.08%-168.8pp |
| Employer contribution / active EE | $5,910 | $2,994+97.4% | $2,505+136.0% | $4,299+37.5% |
| Participant deferral / active EE | $9,105 | $4,754+91.5% | $4,008+127.2% | $6,507+39.9% |
| Admin fee / account holder | $174 | $8,834-98.0% | $6,956-97.5% | $12,624-98.6% |