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 9-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 | $34,254 | $99,032-65.4% | $80,019-57.2% | $135,375-74.7% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | 68.19% | 15.39%+52.8pp | 11.22%+57.0pp | 519.73%-451.5pp |
| Employer contribution / active EE | $9,730 | $3,043+219.7% | $2,468+294.3% | $4,779+103.6% |
| Participant deferral / active EE | $8,252 | $4,282+92.7% | $3,686+123.9% | $5,609+47.1% |
| Admin fee / account holder | $286 | $10,436-97.3% | $6,521-95.6% | $10,827-97.4% |