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 | $94,925 | $125,758-24.5% | $169,993-44.2% | $75,163+26.3% |
| Participation rate | 82.4% | 83.6%-1.2pp | 87.0%-4.6pp | 67.2%+15.2pp |
| Annual return | 22.20% | 27.20%-5.0pp | 53.37%-31.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $7,745 | $4,615+67.8% | $6,785+14.1% | $2,670+190.1% |
| Participant deferral / active EE | $16,008 | $6,837+134.1% | $10,408+53.8% | $4,125+288.1% |
| Admin fee / account holder | $0 | $8,173-100.0% | $12,815-100.0% | $5,651-100.0% |