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 | $72,940 | $158,398-54.0% | $126,539-42.4% | $142,382-48.8% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 21.11% | 593.76%-572.6pp | 425.95%-404.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $8,350 | $4,650+79.6% | $3,674+127.3% | $4,299+94.2% |
| Participant deferral / active EE | $14,677 | $4,767+207.9% | $4,083+259.5% | $6,507+125.5% |
| Admin fee / account holder | $84 | $6,918-98.8% | $6,065-98.6% | $12,624-99.3% |