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 10-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 | $236,806 | $95,266+148.6% | $82,389+187.4% | $142,382+66.3% |
| Participation rate | 82.6% | 74.5%+8.1pp | 69.5%+13.1pp | 80.1%+2.5pp |
| Annual return | 20.35% | 25.74%-5.4pp | 28.67%-8.3pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,259 | $2,991+42.4% | $2,517+69.2% | $4,299-0.9% |
| Participant deferral / active EE | $12,406 | $4,809+158.0% | $4,155+198.6% | $6,507+90.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |