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 | $39,788 | $185,822-78.6% | $169,993-76.6% | $139,434-71.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 67.38% | 60.50%+6.9pp | 53.37%+14.0pp | 372.94%-305.6pp |
| Employer contribution / active EE | $9,681 | $7,590+27.5% | $6,785+42.7% | $4,751+103.8% |
| Participant deferral / active EE | $17,741 | $11,622+52.6% | $10,408+70.5% | $6,710+164.4% |
| Admin fee / account holder | $37 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |