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 3-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 | $68,997 | $109,413-36.9% | $156,263-55.8% | $84,808-18.6% |
| Participation rate | 83.9% | 72.7%+11.2pp | 78.9%+5.0pp | 68.3%+15.6pp |
| Annual return | 152.41% | 20.18%+132.2pp | 59.47%+92.9pp | 40.90%+111.5pp |
| Employer contribution / active EE | $3,424 | $2,907+17.8% | $4,333-21.0% | $2,631+30.1% |
| Participant deferral / active EE | $12,417 | $4,590+170.6% | $6,158+101.6% | $4,212+194.8% |
| Admin fee / account holder | $2 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |