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 | $65,041 | $121,625-46.5% | $104,607-37.8% | $158,922-59.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.27% | 465.26%-447.0pp | 340.46%-322.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $4,339 | $3,163+37.2% | $2,681+61.9% | $4,761-8.9% |
| Participant deferral / active EE | $6,532 | $4,177+56.4% | $3,740+74.7% | $5,982+9.2% |
| Admin fee / account holder | $170 | $7,787-97.8% | $6,473-97.4% | $11,246-98.5% |