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 4-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 | $161,075 | $127,386+26.4% | $115,037+40.0% | $125,391+28.5% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | 2.17% | 31.28%-29.1pp | 26.14%-24.0pp | 282.22%-280.1pp |
| Employer contribution / active EE | $3,958 | $5,166-23.4% | $4,608-14.1% | $4,866-18.7% |
| Participant deferral / active EE | $6,482 | $6,423+0.9% | $6,026+7.6% | $5,352+21.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |