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 9-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 | $63,680 | $91,190-30.2% | $178,490-64.3% | $79,858-20.3% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 25.24% | 24.19%+1.1pp | 151.07%-125.8pp | 31.71%-6.5pp |
| Employer contribution / active EE | $9,158 | $3,256+181.3% | $5,011+82.8% | $2,471+270.6% |
| Participant deferral / active EE | $8,417 | $3,236+160.1% | $5,202+61.8% | $3,740+125.0% |
| Admin fee / account holder | $40 | $6,751-99.4% | $13,984-99.7% | $5,306-99.2% |