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 | $71,887 | $98,750-27.2% | $149,696-52.0% | $79,858-10.0% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.7pp |
| Annual return | 25.74% | 27.43%-1.7pp | 276.60%-250.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $15,270 | $3,216+374.7% | $4,644+228.8% | $2,471+518.0% |
| Participant deferral / active EE | $11,813 | $5,680+108.0% | $6,842+72.7% | $3,740+215.8% |
| Admin fee / account holder | $74 | $6,053-98.8% | $9,309-99.2% | $5,306-98.6% |