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 8-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 | $181,517 | $101,618+78.6% | $93,063+95.0% | $137,256+32.2% |
| Participation rate | 76.9% | 74.9%+2.0pp | 72.1%+4.8pp | 80.0%-3.0pp |
| Annual return | 18.18% | 223.95%-205.8pp | 34.15%-16.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $7,938 | $2,707+193.2% | $2,476+220.6% | $4,156+91.0% |
| Participant deferral / active EE | $11,914 | $4,279+178.4% | $3,958+201.0% | $6,407+86.0% |
| Admin fee / account holder | $30 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |