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 | $104,974+72.9% | $95,585+89.9% | $142,382+27.5% |
| Participation rate | 76.9% | 75.0%+2.0pp | 72.1%+4.8pp | 80.1%-3.2pp |
| Annual return | 18.18% | 210.33%-192.2pp | 38.56%-20.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $7,938 | $2,779+185.7% | $2,527+214.2% | $4,299+84.6% |
| Participant deferral / active EE | $11,914 | $4,352+173.8% | $4,023+196.2% | $6,507+83.1% |
| Admin fee / account holder | $30 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |