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 | $19,912 | $202,432-90.2% | $169,368-88.2% | $139,434-85.7% |
| Participation rate | 92.9% | 81.1%+11.8pp | 77.1%+15.7pp | 80.3%+12.5pp |
| Annual return | 43.20% | 531.74%-488.5pp | 405.60%-362.4pp | 372.94%-329.7pp |
| Employer contribution / active EE | $5,436 | $4,692+15.8% | $4,013+35.5% | $4,751+14.4% |
| Participant deferral / active EE | $9,010 | $6,938+29.9% | $6,221+44.8% | $6,710+34.3% |
| Admin fee / account holder | $24 | $10,708-99.8% | $9,003-99.7% | $11,403-99.8% |