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 | $230,690 | $114,381+101.7% | $107,525+114.5% | $142,382+62.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.18% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $9,632 | $4,015+139.9% | $3,754+156.6% | $4,299+124.0% |
| Participant deferral / active EE | $26,219 | $5,564+371.2% | $5,116+412.5% | $6,507+302.9% |
| Admin fee / account holder | $54 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |