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 | $31,148 | $124,425-75.0% | $112,040-72.2% | $137,256-77.3% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 50.59% | 24.72%+25.9pp | 24.52%+26.1pp | 220.34%-169.8pp |
| Employer contribution / active EE | $4,275 | $3,411+25.3% | $2,954+44.7% | $4,156+2.9% |
| Participant deferral / active EE | $7,477 | $5,718+30.8% | $5,098+46.7% | $6,407+16.7% |
| Admin fee / account holder | $48 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |