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 | $62,224 | $98,750-37.0% | $149,696-58.4% | $79,858-22.1% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 24.52% | 27.43%-2.9pp | 276.60%-252.1pp | 31.71%-7.2pp |
| Employer contribution / active EE | $22,630 | $3,216+603.6% | $4,644+387.3% | $2,471+815.9% |
| Participant deferral / active EE | $16,655 | $5,680+193.2% | $6,842+143.4% | $3,740+345.3% |
| Admin fee / account holder | $192 | $6,053-96.8% | $9,309-97.9% | $5,306-96.4% |