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 | $165,135 | $76,552+115.7% | $123,892+33.3% | $62,891+162.6% |
| Participation rate | 98.0% | 73.0%+25.0pp | 81.4%+16.6pp | 69.3%+28.7pp |
| Annual return | 8.05% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,501 | $2,883-13.2% | $4,617-45.8% | $2,281+9.6% |
| Participant deferral / active EE | $7,703 | $4,840+59.2% | $5,984+28.7% | $3,203+140.5% |
| Admin fee / account holder | $149 | $4,826-96.9% | $8,357-98.2% | $4,296-96.5% |