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 7-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 | $109,167 | $85,202+28.1% | $172,739-36.8% | $72,985+49.6% |
| Participation rate | 98.2% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.7pp |
| Annual return | 57.64% | 27.32%+30.3pp | 802.84%-745.2pp | 81.00%-23.4pp |
| Employer contribution / active EE | $2,770 | $3,324-16.7% | $5,143-46.1% | $2,440+13.5% |
| Participant deferral / active EE | $11,178 | $3,260+242.9% | $5,198+115.1% | $3,607+209.9% |
| Admin fee / account holder | $248 | $5,884-95.8% | $13,954-98.2% | $5,124-95.2% |