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 3-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 | $27,599 | $175,202-84.2% | $149,673-81.6% | $139,434-80.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 6435.96% | 166.71%+6269.2pp | 134.42%+6301.5pp | 372.94%+6063.0pp |
| Employer contribution / active EE | $2,586 | $5,474-52.8% | $4,818-46.3% | $4,751-45.6% |
| Participant deferral / active EE | $8,957 | $6,519+37.4% | $5,680+57.7% | $6,710+33.5% |
| Admin fee / account holder | $59 | $16,150-99.6% | $13,210-99.6% | $11,403-99.5% |