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 | $157,188 | $72,071+118.1% | $68,368+129.9% | $137,256+14.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 19.22% | 353.14%-333.9pp | 292.57%-273.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,282 | $2,788+53.6% | $2,649+61.7% | $4,156+3.0% |
| Participant deferral / active EE | $9,325 | $4,410+111.5% | $4,123+126.2% | $6,407+45.5% |
| Admin fee / account holder | $92 | $5,336-98.3% | $5,150-98.2% | $12,270-99.3% |