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 8-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 | $163,198 | $114,381+42.7% | $107,525+51.8% | $142,382+14.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 19.04% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,959 | $4,015-26.3% | $3,754-21.2% | $4,299-31.2% |
| Participant deferral / active EE | $9,443 | $5,564+69.7% | $5,116+84.6% | $6,507+45.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |