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 | $181,474 | $111,754+62.4% | $103,333+75.6% | $145,922+24.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.82% | 24.77%-11.9pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $12,789 | $4,212+203.6% | $3,868+230.7% | $4,660+174.5% |
| Participant deferral / active EE | $11,041 | $5,619+96.5% | $5,057+118.3% | $6,688+65.1% |
| Admin fee / account holder | $63 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |