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 6-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 | $186,813 | $159,602+17.0% | $150,045+24.5% | $142,382+31.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.10% | 70.24%-51.1pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $11,585 | $4,961+133.5% | $4,693+146.8% | $4,299+169.5% |
| Participant deferral / active EE | $10,787 | $8,310+29.8% | $7,997+34.9% | $6,507+65.8% |
| Admin fee / account holder | $116 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |