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 | $66,950 | $81,208-17.6% | $98,907-32.3% | $79,858-16.2% |
| Participation rate | 90.0% | 72.5%+17.5pp | 76.0%+14.0pp | 69.6%+20.4pp |
| Annual return | 23.50% | 60.99%-37.5pp | 196.43%-172.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $4,568 | $1,960+133.1% | $2,689+69.9% | $2,471+84.9% |
| Participant deferral / active EE | $9,423 | $3,265+188.6% | $4,244+122.0% | $3,740+151.9% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |