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 | $235,189 | $159,934+47.1% | $147,005+60.0% | $145,959+61.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.59% | 98.24%-82.6pp | 418.76%-403.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $4,946 | $5,287-6.5% | $4,934+0.2% | $4,661+6.1% |
| Participant deferral / active EE | $14,410 | $8,427+71.0% | $8,070+78.6% | $6,689+115.4% |
| Admin fee / account holder | $23 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |