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 | $154,449 | $100,041+54.4% | $149,718+3.2% | $70,131+120.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.61% | 27.43%-13.8pp | 1501.63%-1488.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,736 | $3,662-25.3% | $5,445-49.8% | $2,342+16.8% |
| Participant deferral / active EE | $5,050 | $4,983+1.4% | $6,569-23.1% | $3,332+51.6% |
| Admin fee / account holder | $72 | $8,286-99.1% | $11,283-99.4% | $4,645-98.4% |