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 9-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 | $192,659 | $95,416+101.9% | $185,823+3.7% | $85,850+124.4% |
| Participation rate | 93.3% | 68.8%+24.6pp | 81.7%+11.6pp | 69.3%+24.0pp |
| Annual return | 16.36% | 23.59%-7.2pp | 122.05%-105.7pp | 318.53%-302.2pp |
| Employer contribution / active EE | $3,704 | $3,314+11.8% | $5,167-28.3% | $2,565+44.4% |
| Participant deferral / active EE | $7,947 | $3,423+132.1% | $5,568+42.7% | $3,952+101.1% |
| Admin fee / account holder | $79 | $7,213-98.9% | $16,237-99.5% | $6,260-98.7% |