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 | $84,232 | $124,281-32.2% | $109,143-22.8% | $167,490-49.7% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 19.38% | 26.04%-6.7pp | 25.75%-6.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $2,923 | $4,207-30.5% | $3,722-21.5% | $4,837-39.6% |
| Participant deferral / active EE | $12,702 | $5,255+141.7% | $4,653+173.0% | $6,341+100.3% |
| Admin fee / account holder | $10 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |