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 | $235,010 | $185,822+26.5% | $169,993+38.2% | $139,434+68.5% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 26.94% | 60.50%-33.6pp | 53.37%-26.4pp | 372.94%-346.0pp |
| Employer contribution / active EE | $4,189 | $7,590-44.8% | $6,785-38.3% | $4,751-11.8% |
| Participant deferral / active EE | $20,467 | $11,622+76.1% | $10,408+96.7% | $6,710+205.0% |
| Admin fee / account holder | $70 | $15,381-99.5% | $12,815-99.5% | $11,403-99.4% |