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 7-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 | $246,175 | $157,256+56.5% | $141,162+74.4% | $152,861+61.0% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 16.82% | 64.32%-47.5pp | 71.39%-54.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $11,279 | $5,261+114.4% | $4,735+138.2% | $4,762+136.8% |
| Participant deferral / active EE | $6,989 | $7,109-1.7% | $6,709+4.2% | $5,850+19.5% |
| Admin fee / account holder | $25 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |