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 | $155,783 | $93,571+66.5% | $135,903+14.6% | $75,163+107.3% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 16.86% | 30.90%-14.0pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $24,418 | $3,537+590.4% | $4,856+402.8% | $2,670+814.6% |
| Participant deferral / active EE | $8,202 | $6,404+28.1% | $7,758+5.7% | $4,125+98.8% |
| Admin fee / account holder | $189 | $6,975-97.3% | $10,762-98.2% | $5,651-96.7% |