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 | $77,851 | $210,648-63.0% | $177,989-56.3% | $145,922-46.6% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 30.99% | 385.86%-354.9pp | 294.48%-263.5pp | 561.29%-530.3pp |
| Employer contribution / active EE | $4,996 | $4,565+9.5% | $3,949+26.5% | $4,660+7.2% |
| Participant deferral / active EE | $9,945 | $6,958+42.9% | $6,276+58.5% | $6,688+48.7% |
| Admin fee / account holder | $10 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |