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 | $57,531 | $98,750-41.7% | $149,696-61.6% | $79,858-28.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 20.14% | 27.43%-7.3pp | 276.60%-256.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $3,186 | $3,216-1.0% | $4,644-31.4% | $2,471+28.9% |
| Participant deferral / active EE | $6,962 | $5,680+22.6% | $6,842+1.8% | $3,740+86.1% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |