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 | $74,782 | $88,710-15.7% | $81,783-8.6% | $145,959-48.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.6pp | 80.3%+10.6pp |
| Annual return | 20.43% | 1027.26%-1006.8pp | 775.05%-754.6pp | 561.95%-541.5pp |
| Employer contribution / active EE | $5,938 | $3,083+92.6% | $2,913+103.9% | $4,661+27.4% |
| Participant deferral / active EE | $18,979 | $4,645+308.6% | $4,320+339.3% | $6,689+183.8% |
| Admin fee / account holder | $33 | $8,407-99.6% | $7,380-99.5% | $13,398-99.8% |