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 | $44,704 | $165,335-73.0% | $149,696-70.1% | $158,922-71.9% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 48.48% | 348.15%-299.7pp | 276.60%-228.1pp | 302.83%-254.3pp |
| Employer contribution / active EE | $19,062 | $5,103+273.6% | $4,644+310.4% | $4,761+300.4% |
| Participant deferral / active EE | $13,605 | $7,181+89.5% | $6,842+98.9% | $5,982+127.4% |
| Admin fee / account holder | $41 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |