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 | $127,465 | $175,202-27.2% | $149,673-14.8% | $139,434-8.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 27.23% | 166.71%-139.5pp | 134.42%-107.2pp | 372.94%-345.7pp |
| Employer contribution / active EE | $9,014 | $5,474+64.7% | $4,818+87.1% | $4,751+89.7% |
| Participant deferral / active EE | $8,195 | $6,519+25.7% | $5,680+44.3% | $6,710+22.1% |
| Admin fee / account holder | $8 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |