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 8-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 | $54,729 | $98,750-44.6% | $149,696-63.4% | $79,858-31.5% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 23.38% | 27.43%-4.0pp | 276.60%-253.2pp | 31.71%-8.3pp |
| Employer contribution / active EE | $7,387 | $3,216+129.7% | $4,644+59.1% | $2,471+199.0% |
| Participant deferral / active EE | $7,387 | $5,680+30.0% | $6,842+8.0% | $3,740+97.5% |
| Admin fee / account holder | $87 | $6,053-98.6% | $9,309-99.1% | $5,306-98.4% |