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 | $59,308 | $109,982-46.1% | $97,226-39.0% | $145,922-59.4% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 22.62% | 242.90%-220.3pp | 75.13%-52.5pp | 561.29%-538.7pp |
| Employer contribution / active EE | $2,483 | $3,084-19.5% | $2,729-9.0% | $4,660-46.7% |
| Participant deferral / active EE | $5,688 | $4,676+21.6% | $4,264+33.4% | $6,688-14.9% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |