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 | $39,400 | $93,170-57.7% | $100,534-60.8% | $84,808-53.5% |
| Participation rate | 96.3% | 75.8%+20.4pp | 80.6%+15.7pp | 68.3%+28.0pp |
| Annual return | 56.77% | 47.13%+9.6pp | 32.66%+24.1pp | 40.90%+15.9pp |
| Employer contribution / active EE | $6,160 | $3,985+54.6% | $4,346+41.7% | $2,631+134.2% |
| Participant deferral / active EE | $9,432 | $5,699+65.5% | $6,144+53.5% | $4,212+124.0% |
| Admin fee / account holder | $128 | $7,382-98.3% | $7,654-98.3% | $7,344-98.3% |