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 | $193,765 | $148,534+30.5% | $135,903+42.6% | $139,434+39.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 20.25% | 79.19%-58.9pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $5,516 | $5,243+5.2% | $4,856+13.6% | $4,751+16.1% |
| Participant deferral / active EE | $16,455 | $8,100+103.1% | $7,758+112.1% | $6,710+145.2% |
| Admin fee / account holder | $81 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |