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 | $80,117 | $109,817-27.0% | $98,442-18.6% | $167,490-52.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 38.41% | 1956.69%-1918.3pp | 1492.73%-1454.3pp | 478.56%-440.1pp |
| Employer contribution / active EE | $4,278 | $3,224+32.7% | $2,960+44.6% | $4,837-11.6% |
| Participant deferral / active EE | $9,229 | $4,673+97.5% | $4,276+115.8% | $6,341+45.5% |
| Admin fee / account holder | $14 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |