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 | $58,781 | $172,111-65.8% | $150,298-60.9% | $137,256-57.2% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 22.06% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $4,740 | $4,636+2.2% | $4,154+14.1% | $4,156+14.0% |
| Participant deferral / active EE | $10,132 | $6,166+64.3% | $5,453+85.8% | $6,407+58.1% |
| Admin fee / account holder | $53 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |