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 | $97,125+95.4% | $86,233+120.1% | $137,256+38.3% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 13.09% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,521 | $2,841-11.3% | $2,504+0.7% | $4,156-39.3% |
| Participant deferral / active EE | $8,969 | $5,180+73.2% | $4,559+96.7% | $6,407+40.0% |
| Admin fee / account holder | $290 | $9,725-97.0% | $8,342-96.5% | $12,270-97.6% |