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 | $26,888 | $210,648-87.2% | $177,989-84.9% | $145,922-81.6% |
| Participation rate | 84.6% | 80.8%+3.9pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 19.79% | 385.86%-366.1pp | 294.48%-274.7pp | 561.29%-541.5pp |
| Employer contribution / active EE | $6,622 | $4,565+45.1% | $3,949+67.7% | $4,660+42.1% |
| Participant deferral / active EE | $9,524 | $6,958+36.9% | $6,276+51.8% | $6,688+42.4% |
| Admin fee / account holder | $25 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |