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 | $77,523+128.6% | $100,383+76.6% | $80,874+119.1% |
| Participation rate | 88.0% | 77.0%+11.0pp | 81.5%+6.5pp | 67.6%+20.4pp |
| Annual return | 20.26% | 37.21%-16.9pp | 49.26%-29.0pp | 35.62%-15.4pp |
| Employer contribution / active EE | $4,750 | $2,801+69.6% | $3,944+20.5% | $2,756+72.4% |
| Participant deferral / active EE | $12,326 | $6,822+80.7% | $8,086+52.4% | $4,297+186.9% |
| Admin fee / account holder | $263 | $5,899-95.5% | $7,900-96.7% | $6,935-96.2% |