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 | $56,137 | $156,846-64.2% | $121,098-53.6% | $139,434-59.7% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 20.46% | 1474.56%-1454.1pp | 985.75%-965.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,388 | $5,536-56.9% | $4,164-42.7% | $4,751-49.7% |
| Participant deferral / active EE | $4,961 | $4,844+2.4% | $4,080+21.6% | $6,710-26.1% |
| Admin fee / account holder | $106 | $6,946-98.5% | $5,644-98.1% | $11,403-99.1% |