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 | $45,840 | $70,606-35.1% | $53,898-15.0% | $142,382-67.8% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 18.29% | 619.81%-601.5pp | 528.60%-510.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,959 | $1,202+63.0% | $932+110.2% | $4,299-54.4% |
| Participant deferral / active EE | $5,084 | $2,364+115.0% | $1,826+178.4% | $6,507-21.9% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |