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 | $189,768 | $100,773+88.3% | $88,946+113.4% | $142,382+33.3% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 13.09% | 70.18%-57.1pp | 57.82%-44.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,521 | $2,918-13.6% | $2,555-1.3% | $4,299-41.3% |
| Participant deferral / active EE | $8,969 | $5,230+71.5% | $4,581+95.8% | $6,507+37.8% |
| Admin fee / account holder | $290 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |