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 | $68,619 | $98,750-30.5% | $149,696-54.2% | $79,858-14.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.51% | 27.43%-6.9pp | 276.60%-256.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $3,906 | $3,216+21.4% | $4,644-15.9% | $2,471+58.1% |
| Participant deferral / active EE | $9,416 | $5,680+65.8% | $6,842+37.6% | $3,740+151.7% |
| Admin fee / account holder | $3 | $6,053-100.0% | $9,309-100.0% | $5,306-99.9% |