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 6-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 | $224,991 | $102,616+119.3% | $81,983+174.4% | $158,922+41.6% |
| Participation rate | 85.0% | 75.5%+9.5pp | 69.2%+15.8pp | 82.0%+3.0pp |
| Annual return | 24.09% | 61.04%-37.0pp | 41.31%-17.2pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,650 | $3,240-18.2% | $2,498+6.1% | $4,761-44.3% |
| Participant deferral / active EE | $6,574 | $4,648+41.4% | $3,722+76.6% | $5,982+9.9% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |