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 | $36,917 | $89,355-58.7% | $141,162-73.8% | $72,985-49.4% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 61.26% | 111.85%-50.6pp | 71.39%-10.1pp | 81.00%-19.7pp |
| Employer contribution / active EE | $4,899 | $3,114+57.3% | $4,735+3.5% | $2,440+100.8% |
| Participant deferral / active EE | $7,103 | $5,418+31.1% | $6,709+5.9% | $3,607+96.9% |
| Admin fee / account holder | $44 | $5,958-99.3% | $10,261-99.6% | $5,124-99.1% |