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 7-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 | $91,063 | $70,669+28.9% | $169,368-46.2% | $75,163+21.2% |
| Participation rate | 72.4% | 64.8%+7.6pp | 77.1%-4.7pp | 67.2%+5.2pp |
| Annual return | 19.33% | 36.36%-17.0pp | 405.60%-386.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,236 | $2,211+46.4% | $4,013-19.4% | $2,670+21.2% |
| Participant deferral / active EE | $6,557 | $4,311+52.1% | $6,221+5.4% | $4,125+59.0% |
| Admin fee / account holder | $0 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |