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 | $170,658 | $177,572-3.9% | $154,803+10.2% | $142,382+19.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 18.80% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $8,045 | $4,810+67.2% | $4,305+86.9% | $4,299+87.1% |
| Participant deferral / active EE | $6,513 | $6,272+3.8% | $5,540+17.6% | $6,507+0.1% |
| Admin fee / account holder | $6 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |