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 | $58,996 | $114,047-48.3% | $96,139-38.6% | $167,490-64.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 11.55% | 189.88%-178.3pp | 191.94%-180.4pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,173 | $3,427-36.6% | $2,797-22.3% | $4,837-55.1% |
| Participant deferral / active EE | $2,908 | $5,194-44.0% | $4,349-33.1% | $6,341-54.1% |
| Admin fee / account holder | $15 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |