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 | $68,364 | $154,365-55.7% | $130,231-47.5% | $139,434-51.0% |
| Participation rate | 86.4% | 79.9%+6.4pp | 76.3%+10.1pp | 80.3%+6.0pp |
| Annual return | 140.03% | 30.34%+109.7pp | 38.77%+101.3pp | 372.94%-232.9pp |
| Employer contribution / active EE | $7,273 | $5,170+40.7% | $4,126+76.3% | $4,751+53.1% |
| Participant deferral / active EE | $13,609 | $8,498+60.1% | $6,799+100.2% | $6,710+102.8% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |