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 6-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 | $177,446 | $106,584+66.5% | $101,326+75.1% | $142,382+24.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.47% | 36.93%-18.5pp | 36.82%-18.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,577 | $3,956+66.2% | $3,665+79.4% | $4,299+53.0% |
| Participant deferral / active EE | $14,538 | $8,297+75.2% | $7,994+81.9% | $6,507+123.4% |
| Admin fee / account holder | $201 | $11,446-98.2% | $11,185-98.2% | $12,624-98.4% |