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 4-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 | $177,234 | $77,503+128.7% | $100,391+76.5% | $80,856+119.2% |
| Participation rate | 88.0% | 76.9%+11.1pp | 81.5%+6.5pp | 67.6%+20.4pp |
| Annual return | 20.26% | 37.20%-16.9pp | 49.20%-28.9pp | 35.59%-15.3pp |
| Employer contribution / active EE | $4,750 | $2,801+69.6% | $3,942+20.5% | $2,755+72.4% |
| Participant deferral / active EE | $12,326 | $6,820+80.7% | $8,082+52.5% | $4,296+186.9% |
| Admin fee / account holder | $263 | $5,897-95.5% | $7,899-96.7% | $6,918-96.2% |