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 | $28,380 | $98,750-71.3% | $149,696-81.0% | $79,858-64.5% |
| Participation rate | 76.9% | 75.8%+1.2pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 72.89% | 27.43%+45.5pp | 276.60%-203.7pp | 31.71%+41.2pp |
| Employer contribution / active EE | $6,466 | $3,216+101.0% | $4,644+39.2% | $2,471+161.7% |
| Participant deferral / active EE | $4,075 | $5,680-28.3% | $6,842-40.4% | $3,740+9.0% |
| Admin fee / account holder | $230 | $6,053-96.2% | $9,309-97.5% | $5,306-95.7% |