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 | $80,785 | $137,414-41.2% | $189,513-57.4% | $85,850-5.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 87.8%-7.8pp | 69.3%+10.7pp |
| Annual return | 19.66% | 38.14%-18.5pp | 555.15%-535.5pp | 318.53%-298.9pp |
| Employer contribution / active EE | $8,147 | $4,344+87.5% | $6,162+32.2% | $2,565+217.6% |
| Participant deferral / active EE | $15,486 | $6,260+147.4% | $8,221+88.4% | $3,952+291.9% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |