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 | $176,076 | $107,452+63.9% | $91,541+92.3% | $142,382+23.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 16.46% | 22.06%-5.6pp | 20.50%-4.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,964 | $2,994+32.4% | $2,505+58.3% | $4,299-7.8% |
| Participant deferral / active EE | $4,272 | $4,754-10.1% | $4,008+6.6% | $6,507-34.4% |
| Admin fee / account holder | $160 | $8,834-98.2% | $6,956-97.7% | $12,624-98.7% |