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 | $54,602 | $142,405-61.7% | $115,157-52.6% | $152,861-64.3% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 23.11% | 41.48%-18.4pp | 35.60%-12.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,992 | $4,010-50.3% | $3,179-37.3% | $4,762-58.2% |
| Participant deferral / active EE | $9,061 | $5,164+75.5% | $4,168+117.4% | $5,850+54.9% |
| Admin fee / account holder | $255 | $8,462-97.0% | $7,088-96.4% | $11,596-97.8% |