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 | $55,184 | $137,414-59.8% | $189,513-70.9% | $85,850-35.7% |
| Participation rate | 92.0% | 84.6%+7.4pp | 87.8%+4.2pp | 69.3%+22.7pp |
| Annual return | 30.66% | 38.14%-7.5pp | 555.15%-524.5pp | 318.53%-287.9pp |
| Employer contribution / active EE | $3,763 | $4,344-13.4% | $6,162-38.9% | $2,565+46.7% |
| Participant deferral / active EE | $8,046 | $6,260+28.5% | $8,221-2.1% | $3,952+103.6% |
| Admin fee / account holder | $218 | $8,630-97.5% | $12,045-98.2% | $6,260-96.5% |