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 | $191,883 | $154,228+24.4% | $145,433+31.9% | $137,256+39.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 16.48% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $6,169 | $4,804+28.4% | $4,554+35.4% | $4,156+48.4% |
| Participant deferral / active EE | $5,140 | $8,216-37.4% | $7,897-34.9% | $6,407-19.8% |
| Admin fee / account holder | $4 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |