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 | $43,773 | $98,750-55.7% | $149,696-70.8% | $79,858-45.2% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 25.43% | 27.43%-2.0pp | 276.60%-251.2pp | 31.71%-6.3pp |
| Employer contribution / active EE | $3,890 | $3,216+21.0% | $4,644-16.2% | $2,471+57.5% |
| Participant deferral / active EE | $7,413 | $5,680+30.5% | $6,842+8.3% | $3,740+98.2% |
| Admin fee / account holder | $11 | $6,053-99.8% | $9,309-99.9% | $5,306-99.8% |