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 | $153,207 | $124,281+23.3% | $109,143+40.4% | $167,490-8.5% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 23.41% | 26.04%-2.6pp | 25.75%-2.3pp | 478.56%-455.1pp |
| Employer contribution / active EE | $10,392 | $4,207+147.0% | $3,722+179.2% | $4,837+114.8% |
| Participant deferral / active EE | $6,713 | $5,255+27.7% | $4,653+44.3% | $6,341+5.9% |
| Admin fee / account holder | $235 | $7,970-97.1% | $6,752-96.5% | $12,309-98.1% |