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 5-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 | $160,636 | $100,970+59.1% | $96,576+66.3% | $137,256+17.0% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 22.10% | 38.16%-16.1pp | 38.47%-16.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $5,664 | $3,809+48.7% | $3,553+59.4% | $4,156+36.3% |
| Participant deferral / active EE | $14,486 | $8,286+74.8% | $7,956+82.1% | $6,407+126.1% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |