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 | $74,888+109.9% | $71,209+120.7% | $142,382+10.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.22% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,282 | $2,854+50.0% | $2,721+57.4% | $4,299-0.4% |
| Participant deferral / active EE | $9,325 | $4,454+109.3% | $4,175+123.3% | $6,507+43.3% |
| Admin fee / account holder | $92 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |