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 | $127,791 | $67,823+88.4% | $52,425+143.8% | $137,256-6.9% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 17.01% | 219.11%-202.1pp | 302.12%-285.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $12,196 | $1,163+948.7% | $914+1234.0% | $4,156+193.4% |
| Participant deferral / active EE | $767 | $2,288-66.5% | $1,790-57.2% | $6,407-88.0% |
| Admin fee / account holder | $73 | $2,844-97.4% | $2,495-97.1% | $12,270-99.4% |