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 | $64,695 | $157,256-58.9% | $141,162-54.2% | $152,861-57.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 24.56% | 64.32%-39.8pp | 71.39%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,262 | $5,261-57.0% | $4,735-52.2% | $4,762-52.5% |
| Participant deferral / active EE | $5,897 | $7,109-17.0% | $6,709-12.1% | $5,850+0.8% |
| Admin fee / account holder | $120 | $12,120-99.0% | $10,261-98.8% | $11,596-99.0% |